facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Our Weekly Blog

What Should I Do With My Inheritance Thumbnail

What Should I Do With My Inheritance

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:

Read More
Why plan? After all, I’m not going to live very long Thumbnail

Why plan? After all, I’m not going to live very long

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.

Read More
Do I Need Disability Insurance? Thumbnail

Do I Need Disability Insurance?

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.

Read More
Schedule a Quick Call