Our Weekly Blog

May is Mental Health Awareness Month. With the events of this past year, it's possible you or someone you know has experienced a decline in mental health. Here's how that could be affecting your financial wellness.

Nearly one in four Americans use their refund to cover everyday expenses. This can happen occasionally but if it is your regular pattern with your refunds, you may be fooling yourself into believing that you are saving.

Many years ago, "Felicity" and "Hugh" got married. It was a second marriage for each of them and they each had two adult children. Felicity had inherited a beautiful beach house in Truro down the Cape. It had been in her family for a couple of generations and the family spent every summer there.

We’re often asked the question; “Would paying off my mortgage early help me qualify for more financial aid?”

Hot stocks have been all the rage lately, and if some of your friends invested in certain "hot" stocks, they’re still probably talking your ear off about some of their #gains. However, what they probably aren’t talking about are the often overlooked, “unsexy” components of financial planning