We help individuals and families pursue their ideal retirements.

Looking Ahead to 2022

January 14, 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 and the economy having been drastically impacted by the virus over the past 2 years. Many of the changes we made to adapt to living…

Education Tax Credits in New Hampshire

December 24, 2021 | Comments Off on Education Tax Credits in New Hampshire

Make a scholarship donation and receive a tax credit!

Serving our City – Moderating the Election

October 29, 2021 |

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 recently, we are serving as elected Ward 4 Moderator and Clerk in Manchester. Together we run the election in our city Ward. Before the election…

Single People Have Special Planning Concerns

September 28, 2021 |

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 executor of his aunt’s estate.  The aunt left him and his cousin as beneficiaries, as she had no children of her own.  But she never…

Power of Repositioning

September 16, 2021 |

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 to me 3 new ways these past 2 days. When the world presents a theme to me, I pay attention. Repositioning takes an item, tool,…

Trapped by Routine

August 12, 2021 |

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 work, getting the kids to school, or catching up on the news. We do this without much thought. On the flip side, the habitual nature of…

Energy Efficiency in Your Financial Plan

July 2, 2021 |

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 short, aerodynamic and runs using a hydrogen fuel cell. It gets the equivalent of 14,573 miles per gallon. This is not the car for a…

Pandemic Lifestyle & Your Planning Opportunities

April 29, 2021 | Comments Off on Pandemic Lifestyle & Your Planning Opportunities

As the health crisis of COVID-19 subsides, many families will find they continue to live a simpler lifestyle as compared to before the pandemic. This may create a valuable opportunity for those in retirement.

Extended Tax Deadline: Still Time to Make IRA Contributions

April 15, 2021 | Comments Off on Extended Tax Deadline: Still Time to Make IRA Contributions

May 17 deadline gives more time to build retirement plans The April 15 deadline for federal income tax filing has been extended to May 17. This is also the new deadline for making 2020 IRA contributions. It is easy to do. Many institutions offer the ability for e-applications with electronic transfer of funds. A new…

Your Retirement Landing

March 8, 2021 |

As your ideal retirement date appears on the horizon, just like a pilot, be sure you have your runway path clearly defined. During the final landing approach, it’s important to stay on track. Use these suggestions to help ensure a smooth touchdown. Keep Saving First, now is the time to increase your allowable contributions as…

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