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We help individuals and families pursue their ideal retirements.

A SIMPLE Solution to Help Business Owners Invest For Their Future

March 18, 2022 |

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 retirement to investment into your business. Your business, then, has become your retirement plan. As a result, 40% of owners are not confident they will…

Keeping Perspective: The Ukraine Tragedy

March 11, 2022 |

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 a serious and intense escalation in tensions between Russia, Europe, and the United States. Before we dive in to the issues, let’s take a moment…

Hidden Value in Old Annuities

February 4, 2022 |

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 real value hidden in these dusty policies. A closer look may reveal features that make the annuity worth keeping. Below are 3 examples of key…

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…

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