By: Kate Hennessy
You have spent the past 40+ years accumulating assets and saving. You’ve been on autopilot and have enjoyed the ride. You have this number
By: Susan Powers
I recently hosted an evening with friends, food and wine where we discussed the current state of markets, the unique needs of women investors
By: Patrick Cote
If you are a small business owner making $400K - $600K, there is a large potential tax savings that you have likely not heard about. It
Last week I hosted a gathering of clients and friends to talk about the process of a year end check up. I know, you’re probably thinking more about football
As I get older, I’ve become more curious about Social Security. I’m in my mid 40s and I have been paying into the system since high school. Hopefully, I’m 20+