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Bait and Switch Scams

Here are a few helpful tips to stay safe from "bait and switch" scams. The Bait: Scammers use phishing emails that: appear to be from legitimate entities (i.e. banks) have compelling messages (i.e. prize offer or a warning about...

Whoopsie!

There are some very common financial decisions clients make that, unintentionally, serve as roadblocks to financial health. Below are some "whoopsies" to avoid! Not enrolling in your company's retirement plan. Enrolling is: One of the...

Helpful Tips While Holiday Shopping

We know some of your neighbors put up their holiday decorations this weekend... (wait...are you that neighbor?!?) -and- We may or may not (but probably most certainly do) have Christmas music playing at the office. -which means- That...

Social Security Benefits

Do you collect social security benefits? Here's a little something you should know. Social security benefits are indexed to inflation, which means, if the cost of living increases, so do your social security benefits. Pretty nice, huh?...

Financial Planning

October is National Financial Planning Month.  As a thought partner for our clients, we help them answer common questions such as: How much should I set aside for cash reserves? Do I have enough life insurance to support my...

Are you and your family prepared in case of emergency?

September is National Preparedness Month; a call to action for all individuals, families, and communities to prepare for disasters and emergencies that can happen at any time. Give some thought and conversation to the steps below....

September is national "Life Insurance Awareness" month!

It is estimated that over one hundred million Americans are living without life insurance and of those who do have policies, many are underinsured. It's important to understand that a life insurance policy protects those left behind -...

August is national "Make a Will" month!

Giving thought to creating a will is difficult. No one likes to think about end-of-life preparations, but if you don't make important decisions about the passing on of your wealth, someone else will. The easiest way to begin the...

Summer Travel Planning Tips!

Tip #1: Schedule earlier rather than later.As a result of the pandemic, many airlines, tour groups, hotels, and rentals have more flexible cancellation policies than in the past. This allows consumers the option of purchasing tickets...

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April is Financial Literacy Month!

The Social Security Administration (SSA) uses the month of April as a reminder to review your social security statement annually and understand the projected benefit estimates when planning for retirement.Visit SSA.gov to learn how you...

Considering a Job Change?

First things first. We can serve as your neutral sounding board when considering new opportunities and how they impact your overall financial plan.A higher salary doesn’t always mean you pocket more. Be sure to...

Fear Fatigue; What is it and how can we help you manage it?

Fear Fatigue; what is it and how can we help you manage it?There is no shortage of things to worry about these days and it's easy to find ourselves run down by the constant presence of fear. When concerns center around your finances,...

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Holiday Cheer

As much as we may want to, we can’t force holiday cheer. It’s easy to get swept up in the glow of the lights and the rush of the gatherings and parties, but also important to remember the holidays can be a difficult time...

How Early Do We Need To Plan?

I was speaking with a client the other day about how excited she is to welcome her college freshman home for the long holiday break. It seems only yesterday this couple started planning for the often overwhelming price tag attached to...

To Finance or Not to Finance?

Billions of dollars changed hands during the black Friday and cyber Monday shopping rush. It’s interesting to note, according to the holiday season report from LendingClub (msn.com) that “37% of Americans plan to use...

S.M.A.R.T. Goal Setting

When considering your financial goals for the future, both near and long-term, there is a S.M.A.R.T. way to go about it. Goals that are most likely to be realized are:Specific"I want to save enough money to pay for my kids college...

Keep It Confidential!

With the holidays fast approaching, many of us will be "getting our shopping on". With the penchant for online shopping these days, I thought it important to send a reminder that the security of your passwords should be top of mind -...

The Accidental Beneficiary

Several years ago, I received a call from a client who had been named as the beneficiary of a life insurance policy for an ex-boyfriend. Although they had been separated for many years, she was the recipient of $50,000 when he...

Your Financial Health and Its Impact on Your Mental Health

As you may know, October is Mental Health awareness month. It’s a beautiful thing to be living in a day and age that not only brings attention to mental health, but also celebrates the courage and strength of those able to talk...

Got Empathy?

“I get it.” “I understand.” “I can relate.” They are all powerful statements and can go far in easing the stress of a friend, neighbor or friendly stranger on the street. No one likes to feel alone...

Life Insurance

        It’s a look I’ve seen more than once and always serves as a poignant reminder to have the tough conversation with my clients about life insurance. When a loved one passes, and the initial...

Statement Anxiety

Statement Anxiety.It’s a thing. If you haven’t experienced it before, you may be feeling a touch of it now, as the market is fluctuating like a sail that has been loosed in a storm. Here’s the thing; your ship may be...

Cruising, Community and Collaboration

It was so refreshing to once again connect in person with so many clients and friends; and icing on the cake to do so on board the Thomas Leighton surrounded by the beauty of the New England coast. I think all in attendance would agree...