At a prior firm, one of my co-workers introduced me to a husband and wife who had been clients for many years.  The husband was planning on retiring in the next few… Read More

Are you caring for someone that was born with a disability, or a person that has been injured in an accident and requires some extra care? Is there someone in your life… Read More

I have found in my life that working together to achieve a common goal provides a much better outcome than trying to figure everything out on my own. This same principle has… Read More

If passing your assets to your heirs is important to you, I recommend that you consider reading the book Preparing Heirs:  Five Steps to a Successful Transition of Wealth and Values”, by… Read More

It has happened a number of times since I began my career in investment management. The topic of investing is brought up in conversation and it is immediately compared to gambling, where… Read More

My favorite way to pass the time on my daily commute between my home in Lowell and our office downtown is to listen to podcasts as I drive.  One of the best… Read More

In my time as an estate planning attorney I met people of all backgrounds and with various levels of wealth.  One client that I remember well was an older woman who was… Read More

Given the experience that I have had working with high wage earners, I have uncovered a less discussed truth: they have a difficult task in order to continue their lifestyle throughout retirement…. Read More

As much as we hear talk of the “new normal” from prominent investment personalities, we believe that it’s just another version of that fateful proclamation heard just before the tech bubble burst… Read More

What is phishing?  Phishing is the act of sending an e-mail to a user falsely claiming to be a legitimate enterprise in an attempt to scam the user into surrendering private information… Read More