How CDFAs Add Value for Attorneys
Every CDFA knows that our relationship in the divorce process can be tricky. Many attorneys find that divorce is a
The Impact of the CARES Act on Retirement Accounts
The Corona virus has dramatically impacted American families’ personal and economic lives. Some have experienced job loss or reduced income,
The CARES Act Offers Student Loan Relief and Strategic Opportunities
The Cares Act passed last month to provide economic relief in the face of the current pandemic crisis, provides Federal
The 30-Somethings Guide to Financial Independence
When I think back on my early 30’s I realize I didn’t actively give a thought to my savings or
Don’t Leave Your Money on the Table
Let’s face it. The college application process is stressful. Most highs school seniors are applying to multiple colleges, writing as
Happily Never Married
Single Women and Financial Independence I won’t bore you with what you already know and what has already been said.
Who Is Helping You Raise Your Spinnaker?
This past weekend I was participating in an advanced sailing class where we were learning how to raise a spinnaker,
Wise Investors Won’t React Quickly
After a long and brutal U.S. Presidential election campaign, Donald Trump has emerged victorious. Equally important, the Republican party retained
It’s Harvest Time (Tax Loss, that is)
Most of us live here in New England because we love the change of seasons. It's always bittersweet when we
Our Biggest Financial Challenges Are Often Self-Inflicted
In many respects, people can be their own worst enemies in their quest for financial security. When you consider that