f you’ve recently received an inheritance—whether large or small—you may be feeling a mix of emotions. There’s often gratitude, or even surprise (I once had a client receive 100k from an elderly neighbor that he had helped over the years), sometimes guilt, and almost always one big question: “What should I do now?” While there’s no one-size-fits-all answer, here are a few smart steps to consider:
As a financial planner, I get excited about opportunities like this, as there’s many more avenues and use cases for 529s than ever before.
Recently Harvard Pilgrim Health Care published a newsletter citing that “New England states consistently rank among the healthiest in the United States.” In particular, Massachusetts ranked third in the 2025 U.S. News & World Report in terms of overall health. The study considered mortality, obesity, smoking, suicide and mental health in adults.
This blog highlights the importance of financial literacy for teens and young adults, covering key benefits like budgeting, saving, avoiding debt, and building financial independence.
For most people, their most valuable financial asset is their ability to make a living. If you rely on a paycheck for everyday and recurring expenses, it is important to have disability insurance. Disability insurance pays a portion of your income if you cannot work for an extended period due to illness or injury.
A shakeup is on the way for borrowers in these two key areas