Category: FINANCE & LEGAL

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...

By George A. Downey The Federal Reserve commitment to continue increasing interest rates to fight inflation will increase monthly payments for borrowers with adjustable-rate debt at a time of intensifying financial insecurity....

By Elizabeth A. Caruso, Esq. Myth or Fact? Once your estate plan is signed you should put it in a safe deposit box with all your other important papers. This is a MYTH! Owning a safe deposit box is a great way to protect...