Category: FINANCE & LEGAL

When the Investing Lightning Strikes By Chris Hanson A small passing of time can change the course of history and the value of your investments. Events occurring in minutes have toppled regimes and installed new ones. The stock...

New monthly column explores the next big step—or misstep By Steven V. Dubin At age 67, I bump into old friends and colleagues and invariably the first thing they say – after telling me how great I still look, of course – is “Are...

By Elizabeth A. Caruso, Esq. Myth or Fact? It is acceptable to leave an inheritance directly to minors in your Will. This is a MYTH! In Massachusetts, a minor is defined as anyone who has yet to reach the age of majority, which...

Mandatory debt payments reduce retirement income and possibly savings – does it make sense to continue them in later years? There may be a better way. George A. Downey, February 15, 2023 The answer, of course, depends on one’s...

By Chris Hanson ‘Bucket List’ One of the first questions I ask my client is, “What are your financial goals?” The importance of this question is paramount, because all planning decisions are dependent on those goals. It is my...

By Chris Hanson “The Wicked Smart Advisor” It was a bit of poetry that caused quite a stir amongst the Boston Brahmin. At a Holy Cross Alumni dinner in 1910, Dr. John Collins Bossidy offered this toast: And this is...

By Elizabeth A. Caruso, Esq. Myth or Fact? Your Will overrides beneficiary designations on your accounts. This is a MYTH! Your Last Will and Testament tells the Probate Court how you want the assets that are in your name alone...

Soaring inflation, rising interest rates, looming recession, and fear are chilling the economy and the hot real estate markets leading experts to conclude home prices will decline George A. Downey, January 15, 2023 According to...