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Recent Articles

10 Essential Things to Consider if You Want To Retire Soon

February 8, 2017 by Eric C. Jansen, ChFC®

If you plan to retire soon or are at least considering it, now is a good time to check your retirement readiness by reviewing these ten essential pre-retirement questions and “to-dos.”  Getting clarity on each of these will go a long way to help ensure your retirement is successful, not only from a financial standpoint but also…

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Filed Under: Retirement Planning, Social Security

Medicare Premiums Are Rising – More For Some Than Others

January 31, 2017 by Steven C. Johnson, ChFC®

You may already be aware of this, but just in case you aren’t, right or wrong not everyone pays the same amount for their Medicare Part B premiums. As a result, while most individuals enrolled in Medicare will see a small increase in their premiums in 2017, others will see a more sizeable increase. Each…

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Filed Under: Retirement Planning

“I had a great retirement income strategy, until…”

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

There’s an all-too-common belief about retirement planning, and it goes like this: “As long as I save as much as I can in my retirement accounts, stick to a reasonable withdrawal rate, and control my spending in retirement, I’ll be ok.” Certainly, that’s a good beginning. But as always, “life” sometimes has a way of…

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Filed Under: Personal Finance, Retirement Planning, Social Security

What Women May Need to Know About Retirement Planning

January 19, 2017 by Katie E. Moore, CDFA®

When it comes to planning for retirement, there is no one-size-fits-all option. While the retirement goal of being able to live comfortably during your golden years may be the same for men and women, the path to reach that goal can be very different.  There are many issues that women need to account for; that…

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Filed Under: Retirement Planning, Women & Wealth

Are Social Security FICA Taxes Really Retirement Plan Contributions?

January 18, 2017 by Steven C. Johnson, ChFC®

Many Americans tend to think of Social Security the same way they think a bout retirement plan contributions. This is understandable, given that we pay FICA taxes with each paycheck, with the expectation that there will be Social Security income waiting for us once we hit retirement. It feels remarkably like the way you set…

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Filed Under: Retirement Planning, Social Security

Your Social Security Statement Is No Longer In The Mail

January 17, 2017 by Steven C. Johnson, ChFC®

On Monday, January 9, 2017, the Social Security Administration announced that due to budget constraints it would stop mailing paper Social Security Statements to most American workers for the second time in the last six years.  “Only people 60 or older who have not yet established an online my Social Security account with the agency and who are not…

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Filed Under: Retirement Planning

Planning For Retirement Is About More Than Money

December 26, 2016 by Eric C. Jansen, ChFC®

In my nearly 30 years helping people with their retirement planning, I haven’t met many, maybe none at all actually, that don’t know how important it is to plan ahead and save all they can for their future retirement years. Most also have a good sense as to how much they have in their retirement…

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Filed Under: Retirement Planning

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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

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
 

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