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Recent Blog Posts

We make personal finance easy to understand

The True Cost of Investment Fees

Posted by Bill LaChance on Jun 4, 2014

One of the best ways to maximize the returns of your portfolio over the long term is to minimize investment fees. The impact over time of these fees is much greater than many realize. For example, a $500,000 portfolio with an average fund fee of 1% equates to $5,000...

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Investing in Municipal Bonds – Issues to Consider

Posted by Bill LaChance on May 10, 2014

Many investors consider municipal bonds (munis) to be a very safe and straightforward way to obtain tax free income and a good option for conservative investors with taxable accounts. But the issues involved in muni investing are more complex than most realize. For...

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How The Shift to 401K’s Changes the Retirement Equation

Posted by Bill LaChance on Apr 8, 2014

Up until relatively recently most folks retiring were covered under defined benefit pension plans where a pension payment was received each month usually based on some percentage of their salary during their final few years of work and their life expectancy through...

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