Healthy Holiday Eating

“One of the biggest risks to any financial plan is an unexpected or prolonged health care event in one’s own life or in your family.” I have said some version of that sentence too many times to [...]

How do you know when an investment recommendation is worth heeding? Red tape and legal jargon aside, it’s about finding an advisor who exemplifies a few simple ideals: “There’s no confusion in [...]

“One of the biggest risks to any financial plan is an unexpected or prolonged health care event in one’s own life or in your family.” I have said some version of that sentence too [...]

Clearly, there is a lot to think about when planning for retirement. While we have a degree of control over many of the choices involved, there’s one big wild card called sequence risk. Sequence [...]

Not too long ago Schwab introduced a service called Stock Slices that allows you to buy fractional shares of certain US listed stocks. This is in response to the high dollar value – not [...]

One thing is certain, when normal activity gets disrupted due to some unforeseen event, whether a natural disaster or global pandemic, the crooks among us try to take advantage of the situation. [...]

The utility of living consists not in the length of days, but in the use of time. — Michel de Montaigne   For better or worse, many of us have had more time than usual to engage in new or [...]

Massachusetts to reopen in phases On Monday, Governor Charlie Baker outlined his detailed plan to reopen the economy over the next several weeks. It will happen in phases and each phase is [...]

Update: Many people who have direct deposit information on file with the IRS have received their stimulus checks as of April 18th. If you have not received the payment, and are eligible-see [...]

With much of the country in self-isolation, perhaps you’ve got time to read the entire H.R. 748 Coronavirus Aid, Relief, and Economic Security Act, or CARES Act. If you’d prefer, here is a [...]