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Recent Blog Posts

We make personal finance easy to understand

Why You Should Consider Purchasing Disability Insurance to Supplement Your Employer-Provided Coverage

Posted by Bill LaChance on Jul 27, 2017

Disability coverage is designed to replace income lost during your working years in the event you become disabled and cannot perform the duties of your job. Most policies will pay benefits until age 65. Typically, employers that provide employee benefits offer...

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Do Annuities Ever Make Sense in a Retirement Portfolio?

Posted by Bill LaChance on May 29, 2017

Annuities are an underutilized tool in retirement planning—according recent academic research. The value of an annuity is that you receive a steady stream of income for the rest of your life, and in certain instances the cash received will exceed the amount that can...

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Common Errors and Omissions on Tax Returns

Posted by Bill LaChance on Apr 30, 2017

Even tax returns that are professionally prepared often have errors and omissions that may cause you to miss out on some valuable deductions. Having just made it through the 2016 tax season I want to share some of the common errors and omissions I see when reviewing...

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