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Recent Blog Posts

We make personal finance easy to understand

Paying for Your Health Insurance through COBRA? Visit healthcare.gov before February 15

Posted by Bill LaChance on Feb 6, 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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Why I Believe in Investing in Treasury Bonds and Not Corporate Bonds

Posted by Bill LaChance on Jan 18, 2015

I am going to start out by explaining exactly what a bond is for those who are not familiar with bonds and how they work. Bonds reflect money that a company or governmental entity borrows to finance some activity. The lender (investor) provides a lump sum of cash to...

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Do Annuities Ever Make Sense in a Retirement Portfolio?

Posted by Bill LaChance on Dec 23, 2014

In my opinion, the answer to the question “Do Annuities Ever Make Sense in a Retirement Portfolio?” is “Yes – In Certain Situations.” In its simplest form an annuity is a contract between an individual and an insurance company. The individual gives the...

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