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

Year End Tax Strategies for Those Who Had a Job Transition

Posted by Bill LaChance on Nov 24, 2015

Those who experience a job transition (voluntary or involuntary) often have annual income levels that vary significantly during the transition period. Income fluctuations can be caused by severance payments, accrued vacation payouts, deferred compensation payouts,...

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Paying for Your Health Insurance through COBRA? Consider Switching to an Exchange Plan Before December 15

Posted by Bill LaChance on Oct 31, 2015

In my financial planning practice I spend a fair amount of time with people in a job transition. Recently I have spoken with a few people who pay for their health insurance through COBRA, not realizing that they could potentially save hundreds of dollars a month in...

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When Whole Life Insurance Makes Sense

Posted by Bill LaChance on Sep 21, 2015

Whole life insurance has received a bad rap in recent years. Some insurance agents may try to sell it to younger couples with children who are better served with low-cost term life insurance. And some people plan to withdraw the funds while living and face negative...

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