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...Read More
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.
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...Read More
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...Read More
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...Read More
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...Read More