We help our clients develop a financial roadmap. Are you changing jobs? Thinking about a second career? Planning for retirement? We will help you navigate these transitions.

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We provide financial planning, estate planning and tax planning services along with portfolio guidance and tax preparation.

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Recent Blog Posts

We make personal finance easy to understand

Evaluating Your Pension Benefit: Monthly Annuity or Lump Sum Payout?

Posted by Jim Moore on Jun 6, 2019

Retirement has changed considerably over the last thirty years. People are living longer, and retirees face greater challenges funding their retirement spending. Years ago, many people were able to rely on a pension along with Social Security income to fund most of...

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Tax Planning Strategies for People in Their Sixties

Posted by Bill LaChance on Apr 21, 2019

There are some unique tax planning considerations for people in the phase between retirement from full-time work and age 70. In this blogpost I discuss some of those strategies. In working with my financial planning clients I have discovered over time that many end up...

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How Well Are You and Your Portfolio Weathering the Recent Stock Market Volatility?

Posted by Jim Moore on Jan 20, 2019

During 2018 and into the early part of 2019, volatility has returned to the stock market. Daily swings of 300 to 400 points have not been unusual and are unsettling investors. Is this volatility normal? How are you and your investment portfolio weathering this...

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