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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Monday, February 23, 2015

Financial Fraudsters Preying on Boomers & EldersIf something sounds too good to be true, guess what: it probably is. Provided by Patrick Devine, CFP®If you are in or near retirement, it is a safe bet that you would like more yield from...

 

Tuesday, September 16, 2014

Gauging Your Financial Well-Being Six signs that you are in good shape. Provided by Patrick Devine, CFP®How well off do you think you are financially? If your career or life takes an unexpected turn, would your finances hold up? What...

 

Tuesday, July 8, 2014

Bad Spending Habits That Can Be Corrected A little frugality may lead to a lot of financial progress. Provided by Patrick Devine, CFP®Americans have a great deal of disposable income relative to many other nations, yet our free...

 

Tuesday, June 24, 2014

When a Windfall Comes Your Way What do you do with big money? Provided by Patrick Devine, CFP® A first-world problem, and nothing more? Not quite. Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can...

 

Sunday, June 8, 2014

Tax & Financial Concerns for Same-Sex Marriages How things stand in a post-Windsor world. Provided by Patrick Devine, CFP® The playing field is level – but only at the federal level. A year after the Supreme Court’s landmark decision...

 

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Thursday, July 25, 2013

As the parent of a child with special needs, you face many of the same challenges that other parents face. But you'll have to cope with some unique issues as well. The term special needs is often used to describe a wide variety of...

 

Thursday, July 25, 2013

The opportunities for those of us in the investment, financial planning, and wealth management industries to learn from the last 6years has been incredible. Those that have not taken this advantage to learn and benefit from the...