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Tuesday, April 21, 2026

How to celebrate Earth Day and get involved

Wednesday, April 15, 2026

April has arrived! This month invites warmer days and blooming gardens, offering a season filled with opportunities to connect with others. From colorful spring traditions to meaningful events, it is a month that encourages joy and...

Thursday, April 9, 2026

Global markets experienced both resilience and volatility in March, as inflation showed signs of easing amid continued uncertainty around interest rates and economic growth. The NASDAQ Composite led gains, while the Dow Jones...

Saturday, April 4, 2026

A post sent out to clients and prospects to celebrate Easter

Thursday, April 2, 2026

Encourages investors to stay the course during market volatility instead of reacting emotionally to downturns. It acknowledges the ups and downs in the market.

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Tuesday, March 31, 2026

Stay up to date breaking events with us.

Monday, March 30, 2026

This month’s Retirement Readiness newsletter features information on caring for aging parents, choosing your own retirement adventure, and 8 mistakes that can happen when planning for retirement. It also includes tips and strategies...

Thursday, February 12, 2026

Presidents Day is a time to reflect on the wisdom of our notable presidents, including George Washington and Abraham Lincoln. Lincoln said, "The better part of one's life consists of his friendships." This Presidents Day I hope you...

Tuesday, February 10, 2026

While February is the shortest month of the year, it is often one of the most productive.As our schedules begin to settle down from the busy holiday season, goals are being put into action and priorities feel clearer. Consider keeping...

Monday, January 19, 2026

Did you know that hobbies can help you live a longer and more fulfilled life? Many scientific studies have found that having a hobby can improve your physical and mental health, keep you sharp on the job, and help your relationships....

Tuesday, January 6, 2026

Are you waiting to invest until you have more funds to work with? Don’t wait! The size of your portfolio 20, 30, or 40 years from now won’t reflect the dollar amount you start with today; rather, it will almost entirely rely on the...

Monday, January 5, 2026

January has a quiet magic that brings slower mornings, new hints of daylight, and a chance to start anew with hope and purpose. The start of the new year offers an opportunity for positive change; however, it is essential to pace...

Monday, October 20, 2025

As people transition into the later stages of their lives, their thoughts inevitably turn toward the complicated matters to be addressed upon their death. Having an Estate Plan in place can significantly ease the burden of those...

Tuesday, October 14, 2025

October is here, and the U.S. stock market delivered an uncharacteristically strong performance last month, closing out the third quarter with gains despite signs of a cooling labor market and concerns over a government shutdown. The...

Monday, July 14, 2025

With the first half of the year in the rearview mirror, summertime is a great chance to touch base. A mid-year financial review can help to take stock of your accomplishments thus far and uncover any needs for adjustments. It’s...

Monday, July 7, 2025

This month’s Retirement Readiness newsletter features helpfulinformation on "forgotten" retirement accounts, steps for navigating an early retirement, and insurance needs assessment tips for empty nesters and retirees. It also...

Friday, July 4, 2025

We live in the greatest country. God Bless the USA

Monday, May 26, 2025

Today we honor the brave service members who made the ultimate sacrifice in defense of our nation. This solemn day of remembrance gives us an opportunity to reflect on the profound cost of freedom and the extraordinary courage of...

Monday, May 26, 2025

Running a small business is tough, especially in times of economic uncertainty. The US Small Business Administration (SBA) helps small businesses obtain needed credit by working with commercial lenders. The many reasons why someone...

Thursday, May 15, 2025

Birds of a feather trust together... For us, trust is everything. When our clients trust us, we can help them go even further in pursuit of their goals. That’s why we go out of our way to earn, and keep, your confidence. One of the...

Monday, May 12, 2025

When you find a small business that does great work, you gravitate toward it and begin a relationship ... one that may last for many years, enhanced by trust, friendship, and respect.We wonder, can we do more for you?The core of our...

Friday, May 9, 2025

Now is the perfect moment to honor and celebrate all the incredible women who embody the spirit of motherhood in our lives. Whether through birth or simply being there when needed most, remarkable moms shape our world through their...

Monday, April 28, 2025

Did you know that the origins of spring cleaning date from when fireplaces heated homes? Through the fall and winter, soot would build up throughout the house, and when the weather warmed, a little clean up was required. “Spring...

Monday, April 28, 2025

We always hope our clients feel confident discussing money with their families. But, the truth is, talking about money can be very uncomfortable for many. Where do you begin? What’s the right age? The good news is, it’s never too...

Tuesday, April 22, 2025

Each spring, a particular holiday reminds us that we need to care about the planet every day. April 22 is Earth Day, an occasion to think about the land, the rivers, the lakes, the oceans, the air, and what we can do on their behalf....

Monday, April 14, 2025

April is upon us! The expression "April showers bring May flowers" is a beautiful reminder of nature's natural cycles and the unexpected storms that may appear in our lives. This is an excellent time to consider starting a rainy-day...

Friday, April 11, 2025

Interest rates. Inflation Fears. Political Events. International Developments. During the past year, every one of these events have influenced stock prices. So when you hear that the financial markets are reacting to the news once...

Thursday, April 3, 2025

Recent market declines from tariff announcements create buying opportunities for long-term investors. Quality companies are available at attractive prices, offering advantages through dollar-cost averaging and dividend reinvestments

Thursday, March 27, 2025

Discover how successful professionals can adapt FIRE principles for true financial independence without extreme sacrifice. Strategic tax planning, risk management, and personalized approaches create freedom while maintaining your lifestyle.

Monday, March 24, 2025

Saving for your future creates opportunities, not just security. Through compound growth and consistent habits, you build wealth that brings freedom, peace of mind, and the ability to achieve life's meaningful milestones.

Thursday, March 20, 2025

The SECURE Act 2.0 boosts retirement savings for those 50+, raising 401(k) and IRA contribution limits. At 60-63, a “super catch-up” allows even higher contributions. Want to maximize your retirement strategy? Let’s connect!

Sunday, March 2, 2025

This month’s Retirement Readiness newsletter features helpful information about lifestyle considerations for your portfolio, tips when retiring earlier than anticipated, and unique challenges women face when preparing for retirement....

Thursday, January 2, 2025

National Financial Wellness Month comes each January. It's a time to remind people to either establish a financial strategy or take some time to sit down and review it with their trusted financial professional. For me, it's time for...

Monday, December 2, 2024

This month’s Your Money Matters newsletter contains helpful information about things your financial professional should know, how to maximize charitable donations, why periodically rebalancing your portfolio can be beneficial, and...

Tuesday, November 26, 2024

As a reminder, the 2025 Open Enrollment Period for the Affordable Care Act (ACA) Health Insurance Marketplace is November 1 through January 15, 2025. Anyone looking to enroll, re-enroll, or opt out of private health, vision, and...

Wednesday, November 20, 2024

Hold everything; stop the presses! There is talk that the Tax Cuts & Jobs Act (TCJA) of 2017 may get extended. With Republicans in control of the legislative and executive branches, most agree that tax reform will be part of the...

Thursday, October 10, 2024

The key to prevailing through market declines is maintaining a long-term outlook, resisting the urge to react emotionally, and trusting a well-established investment strategy. By staying focused on your goals, you can turn market volatility

Monday, October 7, 2024

A major strike at our nation’s ports has the potential to disrupt the economy over the next few months. On October 1, around 25,000 dockworkers from Massachusetts to Texas, including 300 in Boston, went on strike as negotiations...

Friday, October 4, 2024

This month’s Retirement Readiness newsletter features helpful information about umbrella liability insurance, the importance of keeping emotions out of investing, options for a 401(k) that's still at a previous employer, and a brief...

Wednesday, May 15, 2024

We strive to keep you regularly updated with important market changes and news. Please find this week’s Market View Weekly from Phil Blancato, Osaic’s Chief Market Strategist attached below. This commentary provides updates and...

Saturday, January 13, 2024

January is Financial Wellness Month, a time to remind people to make arrangements for their financial strategy. For me, it’s time for me to connect with new clients and discuss their financial situation and aspirations for their...

Monday, January 8, 2024

We strive to keep you regularly updated with important market changes and news. Please find this week’s Market View Weekly from Phil Blancato, Osaic’s Chief Market Strategist attached below. This commentary provides...

Monday, December 18, 2023

This month’s Your Money Matters newsletter contains helpful information about how biases affect your financial choices, the link between debt and stress, important considerations before tapping retirement savings to pay for a...

Thursday, November 2, 2023

This month's Retirement Readiness newsletter features a look at the different parts of Medicare, considerations for retaining your life insurance post-retirement, insights about disability insurance, and five considerations...

Tuesday, May 9, 2023

Thank you for all that you do. Your compassion, expertise, and commitment to improving the health and well-being of others is truly inspiring. We appreciate you today and always!

Monday, February 13, 2023

We all woke up this morning to the terrible news about Russia and the military invasion of neighboring Ukraine. While none of us knows for sure how things will play out, investors are understandably watching closely to see the impact...

Friday, November 11, 2022

Our deepest gratitude goes out to all the veterans today for the service they give and/or gave for our country. Happy Veterans Day and thank you to all of my Brothers / Sisters from other mother. Whoa

Saturday, September 3, 2022

The dream of a secure retirement, college funding, or a vacation home may be the financial “prize” you’re keeping your eyes on. But it’s hard for investors, even seasoned ones, to stay focused in the face of...

Monday, July 25, 2022

Nowadays, it’s pretty difficult to define what a “traditional” family unit looks like – they literally come in all shapes and sizes. For decades the number of single-parent households has been rising worldwide,...

Thursday, July 21, 2022

When market volatility is headline news and account values start to fall, it’s easy to understand why investors get jittery. Even with a boatload of historical data to support us, in times of stress we all struggle to overcome...

Monday, May 23, 2022

Thursday, May 19, 2022

Wednesday, May 18, 2022

Saturday, May 7, 2022

Monday, September 13, 2021

Your workplace retirement account can play a critical role in your overall retirement strategy. However, some have gone further with the accounts than others, especially recently.CNBC reported on findings that place 401(k) accounts at...

Tuesday, May 18, 2021

Are you happy with your current financial professional?Have they met with you to discuss how recent market fluctuations could affect your financial plans? When was the last time the two of you sat down to really discuss...

Tuesday, January 26, 2021

If you are anticipating an annual bonus this year, it’s wise to come up with a thoughtful plan for the extra cash before it comes so you can get the most benefit from it. If you need more time to consider your options, deposit...