financial planner plymouth ma

The People to Speak to Before You Retire – and the Key Questions to Ask Them

As we reach a certain age and start fretting about retirement, many of us forget about one of the best resources for retirement advice: the people we most trust.  Click here to read more.

By |2025-11-17T15:58:28-05:00December 23rd, 2024|Uncategorized|Comments Off on The People to Speak to Before You Retire – and the Key Questions to Ask Them

The 5 Biggest Mistakes People Make When Picking a Medicare Plan

Medicare's Open Enrollment Period for 2024 is October 15th - December 7th. Medicare can be confusing - so many choices, so much jargon. It pays to do a little homework and pick the plan that's right for you. Click here to learn more.

By |2025-11-17T15:59:21-05:00October 11th, 2024|Medicare|Comments Off on The 5 Biggest Mistakes People Make When Picking a Medicare Plan

How to Vet the Financials of a Continuing-Care Retirement Community

Due diligence can be difficult thanks to the communities' complex business models, but prospective residents should review key metrics before buying.  Click here to read more.

By |2024-09-27T15:36:07-04:00September 27th, 2024|Retirement|Comments Off on How to Vet the Financials of a Continuing-Care Retirement Community

Putting Pets in your Will is No Longer Just for Just for Eccentric Billionaires

  The rise of the "pet directive" lets anyone plan for their animals, not just the wealthy. Click here to learn more.

By |2024-09-12T12:09:47-04:00September 9th, 2024|Estate Planning|Comments Off on Putting Pets in your Will is No Longer Just for Just for Eccentric Billionaires
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