3 Things You Need To Know When Planning For Retirement
Introduction:For most of my adult life and career as a broadcast journalist, I focused on daily...
Read MoreAfter The Paycheck
An informational & educational website that explores a wide range of topics aimed at helping people to and through their retirement.
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The Four Main Steps to the Probate Process
INTRODUCTION:
Probate is a legal proceeding conducted by a state court that oversees and manages...
Read MoreAnnuity Awareness Month in Massachusetts
June is annuity awareness month. How did this come about and why? In 2015, The Commonwealth of...
Read MoreThe Big Lie of Retirement Planning
What if everything people were being told about retirement planning was not true?Well, maybe lie...
Read MoreCustomer Service - What do YOU expect?
The other day, a customer thanked me for being so kind on the phone. I thought that was odd. After...
Read MoreFather of the 401(k) to son: What a mess I made of you!
The fathers of the 401(k) plan as we know it today never intended it to replace the traditional...
Read MoreNo Blood, No Money Trusts
Many of our clients want to make sure that their assets stay in the family after they pass away.
In...
Read MoreI Love My Four Kids, But…
I have 4 kids. Two are in college and 2 are still in high school. As we were all sitting at the...
Read MoreHillary, Donald and The State of American Health
Health, or the lack of it, seems to be on everyone’s minds these days. Is Hillary sick? Is Donald...
Read MoreThe Rio Olympics, Gold Medals and Your Retirement
Imagine you just won a gold medal at the Rio Olympics that no one expected you to win. You’re a...
Read MoreHappy Interconnectedness Day
July 4th is coming up fast. Independence Day…the day we declared we’d be bound no more to the...
Read MoreThe Market or the Mattress?
Over the last 12 months or so, the market appears to be down. In fact, when I logged into my own...
Read MoreRMD’s – Required Maximum Destruction!
I know…RMD’s don’t actually stand for that. They stand for Required Minimum Distributions. Anyone...
Read MoreWhat’s Your Resolution This Year?
What do the New Year’s Eve Ball and the stock market have in common? They both started the year...
Read MoreMade in Japan
I was born in Hong Kong. I didn’t grow up playing baseball or riding bikes because in Hong Kong,...
Read MoreHave a list of questions around your finances?
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