• Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • Facebook
  • LinkedIn
  • RSS
  • Twitter
info@finivi.com
(508) 870-0440
Client Login

Finivi

  • Who We Are
    • Our Team
  • What We Do
    • Financial Planning
    • Investment Management
    • Retirement Planning
    • Estate Planning
    • Women & Wealth
    • Plan for the Life You Want
  • What to Expect
  • Recent Articles
  • Contact Us
    • Press & Media
    • Careers
    • Internships

Investing Articles

Are Your Retirement Funds Wandering Aimlessly?

November 30, 2017 by Eric C. Jansen, ChFC®

The purpose of your retirement fund is to help provide the income you need to live financially independent in retirement, whatever “financially independent” means to you. Without structure and planning for your funds, that goal can become more and more distant. It doesn’t just happen on its own. It takes careful planning and years, if…

Continue Reading

Filed Under: Investing, Retirement Planning

Are Women Better Investors Than Men?

November 9, 2017 by Katie E. Moore, CDFA®

Who’s better at investing—men or women?  If you are like 91% of women asked in a recent Fidelity Investments survey, your initial response is probably to say that men are better investors.  Only 9% of women asked in the survey said that they are better investors than men.  So you might be surprised that this…

Continue Reading

Filed Under: Investing, Women & Wealth

Your 401(k) or IRA is Not a Retirement Plan

October 24, 2017 by Eric C. Jansen, ChFC®

If you save in a 401(k) or IRA, congratulations! You’re taking a great step toward financial success and well being — and potentially making use of tax advantages through these accounts, or picking up free money in the form of employer contributions. There’s no doubt that contributing to these retirement plans is a must if…

Continue Reading

Filed Under: Investing, Retirement Planning

5 Steps to Being a Better Investor

October 17, 2017 by Eric C. Jansen, ChFC®

Do you feel knowledgeable about where you invest your money and how you do it? You might be a good investor right now — but what could your portfolio look like if you were even better? If you want to take your financial performance and ability to grow wealth to the next level, take a…

Continue Reading

Filed Under: Investing

Best Retirement Plan Options for the Self-Employed

September 7, 2017 by Jay Willwerth, ChFC®

Being self-employed comes with many advantages, one of which is your ability to choose from a number of retirement plan options. The key is to match the right plan option with your retirement planning objectives and yearly contribution goals. And if you have employees, other than a spouse, to be certain you understand the contribution requirements…

Continue Reading

Filed Under: Business & Entrepreneurship, Investing, Retirement Planning

Is a Roth IRA or Traditional IRA Better for You?

August 11, 2017 by Eric C. Jansen, ChFC®

The debate is a long-standing one: Is a Roth or a traditional IRA a better tool to save for retirement? The debate doesn’t end the older you get. In fact, as workers approach retirement age, it’s perhaps even more important than any other time that they look closely at the relative benefits and disadvantages of…

Continue Reading

Filed Under: Investing, Retirement Planning

5 Ways to Guard Against Rising Interest Rates

May 1, 2017 by Eric C. Jansen, ChFC®

Interest rates are finally beginning to rise after decades of historically low rates, a development that if left unchecked can torpedo the investment portfolios and finances of the unprepared. But if you know what steps to take, you can contain the damage and keep your portfolio and your overall financial situation from taking on too…

Continue Reading

Filed Under: Investing

  • « Go to Previous Page
  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Go to Next Page »

Primary Sidebar

Articles by Category

  • Bitcoin & Cryptocurrencies
  • Blockchain & Disruption
  • Business & Entrepreneurship
  • College Planning
  • Estate Planning
  • For Attorneys, CPAs, Tax Professionals & Financial Advisors
  • Investing
  • Personal Finance
  • Retirement Planning
  • Social Security
  • Tech Tools & Life Hacks
  • Uncategorized
  • Women & Wealth

Articles by Author

  • Catherine Gareri
  • Eric C. Jansen, ChFC®
  • Jay Willwerth, ChFC®
  • Katie E. Moore, CDFA®
  • Steven C. Johnson, ChFC®

Footer

About Us

Finivi is an independent, fee-based financial planning and investment management firm that offers clear, actionable advice designed to help improve your life.

HOME | WHO WE ARE | WHAT WE DO | WHAT TO EXPECT | BLOG | CONTACT US
  • Facebook
  • LinkedIn
  • RSS
  • Twitter

Contact Us

Finivi Inc.
1400 Computer Drive, Westborough, MA 01581
Get directions: iOS | Google

Office: (508) 870-0440
Fax: (508) 898-3097

Email: info@finivi.com

Our Newsletter

Subscribe to our newsletter to get the latest updates from our blog. We respect your privacy.

© 2018-2022 Finivi Inc. | Site by Mathias Media

Privacy Policy | ADV Part 2A - Disclosure Brochure | Form ADV Part 3 - Client Relationship Summary

Advisory Services offered through Finivi Inc. an SEC Registered Investment Advisor.

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

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

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
 

Loading Comments...
 

You must be logged in to post a comment.