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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

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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Year End Tax Strategies for Those Who Had a Job Transition

Posted by Bill LaChance on Nov 20, 2014

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

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Why I Believe in the Flat Fee or Hourly Compensation Model for Financial Advisors

Posted by Bill LaChance on Oct 19, 2014

There are several different ways that financial advisors are compensated. In this post I will walk through the various business models and give you my somewhat biased opinion on the pros and cons of each. Let me start by stating that my belief is that the primary...

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