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Recent Posts OLD DO NOT PUBLISH

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 […]

Filed Under: Investing

How to Stop Living Paycheck to Paycheck

October 12, 2017 by Finivi

Just because you earn a good income doesn’t mean you’re able to save. In fact, millions of people don’t have enough in their bank accounts to cover an $1,000 emergency should something go wrong. Others barely have any retirement savings, or their net worth is in the red due to debt they just can’t get […]

Filed Under: Personal Finance

Making the case for Social Security education in the workplace

October 5, 2017 by Steven C. Johnson, ChFC®

I have been a proponent of financial education and wellness programs in the workplace for over 20 years. Over that time frame, more and more employers have recognized that financial education can be one of the most valuable employee benefits they can offer their employees.  A more financially confident employee is often a more productive […]

Filed Under: Retirement Planning, Social Security

How to plan for retirement in the gig economy

October 3, 2017 by Katie E. Moore, CDFA®

Once upon a time, it was totally reasonable for middle class kids to expect that they would work for one, maybe two employers, and retire at 65 with a watch and a pension, the end. But in recent years, the economy has shifted towards self-employment and freelance work—the gig economy. The twenty-first century has brought […]

Filed Under: Personal Finance, Retirement Planning

5 Hacks to Improve Your Credit Score

September 28, 2017 by Katie E. Moore, CDFA®

Your credit score is a three-digit number that determines a lot in your financial life. It can make the difference between getting the financing you need for major purchases, like a car or home. It can impact your ability to secure the apartment you want. And, perhaps most importantly, it determines how much actually borrowing […]

Filed Under: Personal Finance

Is Retirement Dead?

September 26, 2017 by Eric C. Jansen, ChFC®

Is retirement dead? It’s a scary question, especially if you’re currently working hard with hopes of kicking back, relaxing, and enjoying spending your time anywhere but an office one day. But we think the answer is yes, traditional retirement is going away – even if it hasn’t died out completely quite yet. Before you start […]

Filed Under: Retirement Planning

The Earnings Test: Applying For Social Security Before Full Retirement Age

September 19, 2017 by Steven C. Johnson, ChFC®

If your planning on taking your social security benefits before full retirement age and plan on continuing to work you will want to make yourself aware of the earnings test. The earnings test is only applied before full retirement age The earnings test reveals the amount you can earn each year prior to full retirement […]

Filed Under: Personal Finance, 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
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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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