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What Is a Financial Plan?

What Is a Financial Plan? A financial plan is the cornerstone of a successful retirement.  Its job is to guide ... Read More

 

Predicting the Unpredictable in Your Finances

I’m conditioned by my profession to be responsible with my finances – sometimes excessively responsible – and I need to remind ... Read More

 

The Expansion of 529 Plans

What is a 529 Plan? The Tax Cuts and Jobs Act of 2017 increased the benefits of 529 savings plans, which make them ... Read More

 

Creating Your Own Definition of Success

Investing is rooted in numbers. That causes many of us to see our definition of success as a function of ... Read More

 

When Should I Take My Social Security Benefit?

One of the biggest sources of income for non-government retirees is their Social Security benefit. For the average retiree, Social ... Read More

 

Working with Professionals to Sell Your Business

When we imagine the very wealthy, we often think of Wall Street executives and star professional athletes. But the truth ... Read More

 

Why You Should Work with Real Financial Experts

The Kennedy name is one of the most famous brands in American politics. They represent a uniquely American story – a ... Read More

 

Roth IRAs for Young Investors

Why Roth IRAs? With fewer available sources of guaranteed income in retirement (social security & pensions), planning for your retirement ... Read More

Financial Boot Camp

Unfortunately, most people will spend more time planning their vacations than planning for their financial futures. This can be a recipe for disaster. Our 3-hour information-rich educational workshop will get you on the right track to achieving financial success. register for the workshop