Few events are more stressful and disruptive than an unexpected job loss or layoff. For many, it’s a hit not just to finances but also to confidence and sense of self. You’re not alone if you’ve been laid off—or if the idea is an all-consuming concern. According to a November 2024 MarketWatch survey, 70% of…
(508) 481-2211
Retirement Strategy After a Job Loss
5 Steps Toward Successful Business Exit Planning
As a business owner, you’ve invested time, effort, and resources into building your successful company. But have you given much thought to business succession planning? A well-thought-out business exit strategy can help you maximize the value of the company you’ve worked so hard to grow—and facilitate a smooth transition into the next phase of life….
A Hard Conversation Made Easy
A Hard Conversation Made Easy Throughout previous stages of life, you might have become accustomed to keeping your financial matters fairly close to the chest. Now, however, would be a good time to start involving your family as you develop and effectuate your estate plans. This article will help you think about how best to…
A CHECKLIST FOR WHEN A SPOUSE OR PARENT PASSES
When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a checklist that you may find useful at such a time. First, gather…
An Opportunity to Lead Your Family
If you find yourself simultaneously raising your own children while tending to your parents as they grow older, you’re not alone. Often aptly referred to as “the sandwich generation,” it’s at this unique stage that you’re sandwiched between the responsibilities of caring for your kids and parents at the same time. Both require time and…
Setting Your Family’s Financial Values
Without knowing it, you may be part of the so-called “sandwich generation.” These are people who find themselves at the life stage in which they are caught between raising their own kids while watching their parents grow older. They are squeezed between responsibilities to care for parents and children at the same time. This care…
Beyond Taxes: Is There More We Could Be Planning Together?
What can we plan together? Helping you navigate the complexities of the tax code and keep more of the money you’ve earned is incredibly rewarding, and it’s a pleasure to have you as a client. But there may be more we can plan together. Besides taxes, we can discuss additional financial guidance to help sketch…
7 Questions to Consider in Retirement
Are you on the brink of retirement or settling into your golden years? This chapter of your life can be exciting and rewarding, especially if you’re well-prepared. One of the biggest concerns on your mind, however, is probably money. Besides ensuring that you have enough to cover your retirement, it’s essential to understand how you’ll…
Estate Planning Tips for Blended Families
Every family is a little different, and that’s what makes families so beautiful! One common family structure is the blended family, which is a family that includes a couple and their children from previous relationships. Because these family structures are becoming more popular, it’s important to recognize blended families, especially when it comes to financial…
What does “Wealth” Mean to You?
In our client meetings, the term “wealth” is often tossed around somewhat loosely. We talk about building wealth, managing wealth, enhancing wealth, and preserving wealth as if the concepts are universally understood. But what exactly is wealth? It’s such a vague term that every person has a slightly different meaning. That’s why we need to…