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So, you have decided to take the plunge and purchase a boat; how exciting! But, how will you pay for it? Before diving into buying a boat, carefully consider your finances and budget1 to be sure you can afford the next step2. Remember, the cost of owning a boat is more than just the boat…
Do you feel like your finances are out of control? Are you charging too much on credit cards each month? Do you sometimes wonder where you are going to come up with enough money to pay your bills? If any of these describe your financial situation, putting a budget in place could help. Here are…
Forget that myth that millennials are bad with money. If recent surveys are accurate, 20- and 30-somethings are excellent at saving money and building up stacked savings accounts. In fact, nearly 1 in 4 millennials report having $100,000 to more in savings, according to a new Bank of America report. Of those surveyed, “Seventy-three percent…
When you are looking to save for college, it is easy to find yourself mired in an alphabet soup of options — ESAs, 529s, UGMAs, UTMAs, and IRAs. But each of these options comes with a unique set of advantages and disadvantages you will want to know upfront. Choosing the right way to save can…
Becoming unemployed due to a layoff or furlough can be an unsettling event that can cause a wide range of emotions. Understanding your options and making the right financial decisions during this period-of-time can help you successfully navigate through this challenging period in your life. Here are some useful information and financial tips to help…
The coronavirus pandemic has been a wakeup call, showing us all how quickly our lives can change. Even healthy adults have gone from living their lives to coming down with fevers to being placed on ventilators in hospitals, all in the span of a couple weeks. The worst scenarios have led to untimely deaths and…
Unexpected job loss can be traumatic. If you were laid off or furloughed because of the coronavirus outbreak, money might be tight. You may need to make some difficult decisions as you navigate paying bills and putting food on the table during financial uncertainty. After you assess your current financial situation, prioritizing and eliminating non-essential…
The $2 trillion Coronavirus Aid, Relief, and Economic Security Act (CARES Act) is full of provisions that help individuals, small businesses, and families. No matter your circumstances, there’s likely some part of this act that will benefit your finances and help you stay afloat while we ride out this pandemic. Here’s what you need to…
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Fun Facts About Me
When he is not researching the next great stock to add to client portfolios, you can find him travelling frequently with his family to Jackson Hole Wyoming.
Fun Facts About Me
Steve would tell you that one of the best parts of the day is spent talking to clients and relationships that result from it. When away from the office, he loves to travel the back roads of New England enjoying all the great sites that can be found off the beaten path.
Fun Facts About Me
When not managing client portfolios, Fred can be found relaxing with family and friends.
Fun Facts About Me
When not caring for her clients Cathy enjoys relaxing in her yard at home.
Fun Facts About Me
When Katie is not busy taking care of her clients, she spends her time being a mom to her two little ones, Owen and Isla.
Fun Facts About Me
Loves spending time with 2 daughters and enjoys participating in 5k obstacle races throughout the year.
Fun Facts About Me
When not cheering for the Patriots, Donna spends her free time travelling throughout the United States looking for new haunted places to explore. She loves to wear her cowboy hat and boots when travelling out west.
When Danielle does not have her head in a book studying to expanding her financial planning knowledge, she enjoys anything active and outdoors, including visits to the beach and hiking.
Fun Facts About Me
Jay’s days are spent helping clients achieve their financial goals, followed by nights and weekends typically watching his daughters play competitive volleyball.
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