Who We Are

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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Services

We provide financial planning, estate planning and tax planning services along with portfolio guidance and tax preparation.

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FAQ

Our FAQ provides insight into our business and our investing philosophy and other useful information.   

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Recent Blog Posts

We make personal finance easy to understand

The Amazing Financial Vehicle – The HSA (or the little engine that could)

The Amazing Financial Vehicle – The HSA (or the little engine that could)

Posted by Bill LaChance on May 13, 2021

Health Savings Accounts (HSA) are amazing, possibly the best financial vehicles for building wealth. In this article we explain why you should maximize your contributions to an HSA and pay for most, if not all, of your medical expenses out of pocket. We also compare...

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Who stole my beer? A Crashing Bear or the Inflation Ninja?

Posted by Bill LaChance on Apr 20, 2021

In this post we explore two of the major external threats to retirement planning: major stock market crashes and the hidden danger of inflation, looking at the historical impact of both over the past thirty years. We also look at the importance of asset allocation in...

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What the American Rescue Plan Means for You, The Taxpayer

What the American Rescue Plan Means for You, The Taxpayer

Posted by Bill LaChance on Mar 22, 2021

News Flash: New Tax Deadline; Estimated Payments Still Due April 15 The IRS has pushed back the tax return and payment filing deadline from April 15 to May 17, 2021. While no additional penalties and interest will accrue during that period, estimated payments for 2021...

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