New Year’s Resolution 1: Protecting Your Home from Nursing Home Costs

It’s a new year, and we want to help you take easy steps to protect your hard-earned assets.  Over the next week or so, we’ll be proposing a series of mini-resolutions that you can easily put into effect right now to protect your family.

Problem:  If you are approaching retirement age, you should know . . . → Read More: New Year’s Resolution 1: Protecting Your Home from Nursing Home Costs

Wealth Protection Strategies: Avoiding Losses

 

When my Massachusetts and Rhode Island clients first come to me for estate or elder law planning, I always determine right away if they have a financial planner and other essential advisors.  Why?   I am in the business of protecting my clients’ wealth so they can pass most or all of it on . . . → Read More: Wealth Protection Strategies: Avoiding Losses

Are You Wasting Money? Part Three: Taxes, Insurance, Not Bidding and/or Negotiating

So far in this series on wasting money, we have looked at how Massachusetts and Rhode Island residents may overpay for housing, interest, transportation, food, clothing and entertainment. In this final installment, we’ll look at a few more areas in which we sometimes pay more than necessary:  taxes, insurance, not obtaining bids for services, . . . → Read More: Are You Wasting Money? Part Three: Taxes, Insurance, Not Bidding and/or Negotiating