All About that Credit: Respecting your Credit Card

April 1, 2016

All About That Credit is a 4-part series about establishing, improving and maintaining good credit. Credit is a complex topic, and while I hope this series will be informative, I welcome questions specific to your particular situation. Part 1: Respecting your Credit Card I’ll be honest – I love my credit card, and here’s why: It generates … Continued

March Madness and Diversification

March 21, 2016

We are nearing the end of the first quarter of 2016, which means March Madness! How are your brackets holding up this tournament season? I would like to say that I’m an informed player this year, but my brackets tell another story. As much as I’d like to, I’m not watching ESPN or talking about the … Continued

Why Financial Planning is for Everyone.

March 14, 2016

Being wealthy is not a criteria. All too often I talk with young professionals who tell me they would love to do some financial planning once they payoff their debt or have some savings built up. Despite the common misconception, being debt free or wealthy is not a prerequisite for Financial Planning. Financial Planning is … Continued

Preparing for a Financial Emergency

March 4, 2016

Are you prepared? As I go about my day, I generally don’t ask myself what could go wrong. Will I fall off the sidewalk and break my hip? Will my house be broken into?  Will I lose my job? Instead, I wake up, drink coffee (a must!), and then get my day started. It’s not … Continued

Small Business Owners: Let’s Get Organized!

February 17, 2016

Starting, or already have, your own business? My guess is you’ve invested a ton of time getting your business up and running by selecting a business structure, obtaining an EIN, and filing the required state forms. In the midst of all of this, you are also busy creating your product or service, marketing it, and … Continued

Let’s Get Started 2016: Financial Wellness

January 23, 2016

It’s a new year and that can mean a lot of things. For those of us in New England, January means cold weather. But on the bright side, it also means making chili, snow skiing (my favorite!), and watching all of the best picture nominations. And most importantly, to me, January means starting fresh. I … Continued

Site Launch

January 17, 2014

Our new website is finally up. We’ve worked hard to get a beautiful new site ready and we’re proud to show it off. Thanks for reading our blog. We have lots of great blog posts in the works. Please check back or contact us now to find out how we can help you.