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Insights

How to Ask For a Raise And Get Paid What You’re Worth

April 12, 2018 by Katie E. Moore, CDFA®

You have been working really hard. You know that you deserve more than what you are currently making at your job. But where do you go from here? How do you go about asking for a raise to get paid what you’re worth? Here are a few tips to keep in mind to help you…

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Filed Under: Personal Finance, Women & Wealth

How to Find a Financial Planner (And Why You CAN Afford to Have One)

April 10, 2018 by Finivi

Many people think they can’t afford a financial planner, and that’s a shame because it’s simply not true. This belief is based on the misconception that all advisors won’t work with you unless you already have millions in the bank. While that’s certainly true of some advisors, plenty of financial planning firms don’t operate this…

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Filed Under: Personal Finance

How to Be Better With Money: 5 Easy Steps to Build Smarter Financial Habits

April 3, 2018 by Finivi

Think you’re just “bad with money”? Think again.These 5 practical steps can help anyone gain control, improve their financial habits, and build a better future. Do you avoid looking at your finances because you feel like you’re just “not good with money”? You’re not alone—but that mindset can hold you back from building the life…

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Filed Under: Personal Finance Tagged With: automate savings, beginner money tips, budgeting basics, financial goals, Financial Literacy, financial planning, how to save money, money management, personal finance tips, spending habits

How Much Money Is Enough To Retire?

March 29, 2018 by Katie E. Moore, CDFA®

If you ask ten different people how much money is enough to retire, you can expect ten different answers. That’s not necessarily a bad thing, as the idea of what makes a comfortable or good retirement varies based on personal goals and preferences. The truth is, there’s no magic number that will serve as a…

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Filed Under: Retirement Planning

Do You Need to Pay Taxes on Your Social Security Benefits?

March 27, 2018 by Steven C. Johnson, ChFC®

Tax season always brings about a bit of panic, as those who are getting Social Security benefits may be filing their first return since they started receiving payments. These payments, while a welcome addition to their financial support system, can feel uncertain (or even a bit burdensome) as the issue of tax liability comes to…

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Filed Under: Retirement Planning, Social Security

How to Secure Your Dream Retirement Even If You’re Behind on Savings

March 12, 2018 by Eric C. Jansen, ChFC®

  5 Strategies to Boost Your Retirement Savings: A Guide for Pre-Retirees Approaching retirement should be exciting, but what if you don’t have enough saved? Don’t panic – you have options to boost your retirement savings. Here are five strategies to help you catch up on savings and secure the retirement you want: 1. Adjust…

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Filed Under: Personal Finance, Retirement Planning, Social Security Tagged With: catch-up contributions, pre-retirement strategies, Retirement Income, retirement lifestyle, Retirement Planning, Retirement Savings, social security

7 Practical Tips for Teaching Your Kids to Be Thrifty and Financially Responsible

March 12, 2018 by Katie E. Moore, CDFA®

Help Your Kids Build Smart Money Habits with These Easy-to-Follow Strategies As parents, we know that children often pick up habits from those around them. You work hard to set a good example, but did you know that this is especially important when it comes to teaching your child about finances? If you want your…

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Filed Under: Personal Finance, Women & Wealth Tagged With: budgeting for kids, financial literacy for kids, financial responsibility, frugal habits, how to teach kids about saving, money management tips for kids, smart spending for kids, Teaching Kids About Money, thrifty kids

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Eric C. Jansen, ChFC

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.

  • Hometown: Chicago, IL
  • Birth Month & Year: November, 1964
  • Favorite Hobby: Goldmining in Nome, AK
  • Favorite Food: Steak at Charley’s Steakhouse in Orlando FL
  • Can't be interrupted when: Watching the Discovery Channel
  • Hidden Talent: Finish Carpenter
  • Something on bucket list: Obtain Helicopter Pilot License
  • Family Pet: Goldfish
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Steven C. Johnson, ChFC

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.

  • Hometown: Townsend, MA
  • Birth Month & Year: December, 1967
  • Favorite Hobby: Playing Hockey
  • Favorite Food: Chicken Caesar Salad
  • Can't be interrupted when: Watching the Bruins
  • Hidden Talent: Cooking – Makes a great Thanksgiving turkey
  • Something on bucket list: Travel to Italy and Greece
  • Family Pet: Max – our Pomeranian

Frederick M. Lane, ChFC, CASL

Fun Facts About Me

When not managing client portfolios, Fred can be found relaxing with family and friends.

  • Hometown: Nutley, NJ
  • Birth Month & Year: July, 1954
  • Favorite Hobby: Dog Walking
  • Favorite Food: Italian
  • Can't be interrupted when: Listening to Pink Floyd
  • Hidden Talent: Landscaping
  • Something on bucket list: Space Flight - Tourism
  • Family Pet: None

Catherine M. Gareri

Fun Facts About Me

When not caring for her clients Cathy enjoys relaxing in her yard at home.

  • Hometown: Bellingham, MA
  • Birth Month & Year: July, 1957
  • Favorite Hobby: Cooking and Entertaining
  • Favorite Food: Steak at the Capital Grille
  • Can't be interrupted when: It's family time
  • Hidden Talent: Dog Whisperer
  • Something on bucket list: Spending a couple months on the Almalfi Coast
  • Family Pet: In Between Mastiffs now so a little blue fish “Willy”

Katie E. Moore, CLTC

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.

  • Hometown: Modesto, CA
  • Birth Month & Year: September, 1982
  • Favorite Hobby: Swimming
  • Favorite Food: Mexican Food
  • Can't be interrupted when: I'm cooking
  • Hidden Talent: Climbed Yosemite's Half Dome, twice - no fear :)
  • Something on bucket list: See the Northern Lights and Potty Train my 2 year old
  • Family Pet: Caddy and Sierra – our two cats

Hesper Duval

Fun Facts About Me

Loves spending time with 2 daughters and enjoys participating in 5k obstacle races throughout the year.

  • Hometown: Charlton, MA
  • Birth Month & Year: October, 1981
  • Favorite Hobby: Running
  • Favorite Food: Cheesecake
  • Can't be interrupted when: Reading a good book
  • Hidden Talent: Interior Design and furniture restoration
  • Something on bucket list: To travel cross-country in an RV
  • Family Pet: Charlie and Nora, both black labs from the same litter

Donna Fournier

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.

  • Hometown: Swansea, MA
  • Birth Month & Year: February, 1961
  • Favorite Hobby: Exploring haunted locations
  • Favorite Food: Pizza
  • Can't be interrupted when: Eating my pizza
  • Hidden Talent: Rollerblading
  • Something on bucket list: Travel to Australia
  • Family Pet:  Had a pet skunk

Krista Isabelle

In her free time, Krista can be found crafting, cooking, spending time outdoors with her family, or curled up reading next to her beloved pets.

  • Hometown: Hopedale, MA
  • Birth Month & Year: August 1994
  • Favorite Hobby: Cooking & Baking
  • Favorite Food: Baked mac & cheese
  • Can’t be interrupted when: Reading
  • Hidden Talent: Cartoon drawing
  • Something on her Bucket List: Fostering animals

Danielle Drew

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.  

  • Hometown: Dennis, MA
  • Birth Month & Year: November, 1985
  • Favorite Hobby: Working out, concerts, and exploring wineries
  • Favorite Food: Lobster pot pie, cheeseburgers, BBQ, the list goes on...
  • Can't be interrupted when: Working out 
  • Hidden Talent: Country line dancing
  • Something on bucket list: To hike the 48, 4000 footers of New Hampshire
  • Family Pet: none, hopefully a big dog someday

Jay Willwerth, ChFC

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.

  • Hometown: Melrose, MA
  • Birth Month & Year: September, 1959
  • Favorite Hobby: Golf
  • Favorite Food: Anything at a Patriot’s Tailgate
  • Can't be interrupted when: Watching the Patriot’s Game
  • Hidden Talent: Competitive Volleyball Watcher (Mostly his 2 daughters)
  • Something on bucket list: Play a round of Golf at Pebble Beach
  • Family Pet: Bella, our Shih-poo
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