Just Don't Lose The Money

Retirement And Income Planning in Boston, MA

The Big Lie of Retirement Planning

What if everything people were being told about retirement planning was not true? Well, maybe lie is too strong a word. Perhaps misleading is better… or outdated. There, that’s it; outdated. Everythig we’re being told about retirement planning is outdated. We’re all told to max out our 401k, 403b or other employer-sponsored plan. And when we’re done with that, we should put more money into an IRA or a Roth IRA, unless of course you can’t because of the restrictions and phase-outs. Here’s the big problem though. Things have changed, and they’re really important things.
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Customer Service - What do YOU expect?

The other day, a customer thanked me for being so kind on the phone. I thought that was odd. After all, it is my job to serve our customers. If I wasn’t kind to them, how would that be considered customer service? 
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Father of the 401(k) to son: What a mess I made of you!

The fathers of the 401(k) plan as we know it today never intended it to replace the traditional pension plans most workers used to enjoy. But that’s exactly what’s happened over the last 30+ years. That’s what these individuals recently told the Wall Street Journal.
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No Blood, No Money Trusts

Many of our clients want to make sure that their assets stay in the family after they pass away. In order to eliminate any potential risk to your wishes, we use trusts.
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I Love My Four Kids, But…

I have 4 kids. Two are in college and 2 are still in high school. As we were all sitting at the same table recently for Thanksgiving, I thought to myself, I really love having my kids around, even if it’s only for a few short days during Thanksgiving break.
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