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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

The Danger of Lifestyle Creep

Posted by Bill LaChance on Jun 29, 2015

If you won’t be collecting a traditional pension and must rely on a combination of social security and a 401K/IRA portfolio to fund your retirement, you’ll want to be very conscious of both your pre-retirement spending and the size of your portfolio so you can support...

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Strategies to Supplement a 529 for College Savings

Posted by Bill LaChance on May 29, 2015

For the most part, 529 plans are a great vehicle for saving for college but there is one potential pitfall: if the funds are not ultimately used for college expenses, significant tax consequences could result. Thus I often advise my clients who are establishing a...

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Pros and Cons of Rolling a 401K/403B to an IRA

Posted by Bill LaChance on Apr 30, 2015

One question many folks have when leaving a job is what to do with their 401K/403B. It most instances rolling over your 401K to an IRA makes the most sense, but in some situations the better option is to keep the money in your current 401K or roll the money into a...

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