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A SIMPLE Solution to Help Business Owners Invest For Their Future
If you are like many small business owners, you are concerned about saving enough for retirement. You may have had to use your business profits or money set aside for…
Read MoreKeeping Perspective: The Ukraine Tragedy
I would like to add some perspective on the grim situation in Ukraine and what could happen in markets now and in the year ahead. The invasion of Ukraine is…
Read MoreHidden Value in Old Annuities
Get a professional review before exchanging that old annuity! Many retirees may have older annuities. These often appear to be stale and in need of updating. However, there may be…
Read MoreLooking Ahead to 2022
Welcome 2022! The new years brings us into a transition phase as we begin to come out of the pandemic. There are some challenges but also some opportunities. Our lives…
Read MoreEducation Tax Credits in New Hampshire
Make a scholarship donation and receive a tax credit!
Read MoreServing our City – Moderating the Election
Steve and I have long been involved in our community. Whether that is volunteering on non-profit boards, coaching hockey, or sitting on finance councils of our churches or schools. Most…
Read MoreSingle People Have Special Planning Concerns
Naming Beneficiaries is Just the Start “It is a mess – I am still finding things that she never told me about,” lamented the 78-year old nephew who was the…
Read MorePower of Repositioning
A theme of repositioning has emerged in front of me recently. I have long used this concept as a financial planner to find and exploit financial efficiencies. The concept appeared…
Read MoreTrapped by Routine
Do you ever feel trapped by your routines? I have clients that recently had this experience. On the positive side, routine helps us accomplish essential activities such as going to…
Read MoreEnergy Efficiency in Your Financial Plan
One of the coolest cars I’ve seen that still sits in the Guinness Book of Records is the Duke University student built car called Maxwell. This 44 pound, three-wheeled car is…
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