Planning protects you from the Four "D"s

We live in a society that increasingly places us at high financial risk. The statistics are eye-opening.

Forty percent of first marriages end in divorce, as do 60 percent of second marriages. We continue to pile up enormous consumer debt, unable to repay about $22.5 billion of it. We spend about $310 billion a . . . → Read More: Planning protects you from the Four “D”s

Summer Vacation Planning: If the Unexpected Happens?

“The trouble is, you think you have time.” – Jack Kornfield, Buddha’s Little Instruction Book

Summer has arrived, and many of us are already harried with planning the details of our  upcoming vacation trips.   Columnist Susan Heller has quipped: “When preparing to travel, lay out all your clothes and all your money.  Then . . . → Read More: Summer Vacation Planning: If the Unexpected Happens?

Stop Worrying About Running Out of Money in Retirement - Hire your Team

 

One of the biggest concerns of my Massachusetts and Rhode Island clients is whether they will have enough money for their retirement.  For most of us, it’s never really about money for money’s sake.   It is about whether we can achieve our dreams and goals for a more fulfilling life, both for . . . → Read More: Stop Worrying About Running Out of Money in Retirement – Hire your Team

Your "Legacy" is more than your money ... much more

I recently met with a married couple from Attleboro, Massachusetts to design their living trusts and estate plan, and they wanted to leave more money to one of their children because their other child was very well-off financially, and just needed less money.   But my clients were very concerned about offending that child.

. . . → Read More: Your “Legacy” is more than your money … much more