By: Patrick Cote
Student loans are a hot topic these days, with the recent announcement that the US government is forgiving $10K - $20K of federal student
By: Susan Powers
Looking for
- 21% of self-storage units are rented
By: Jennifer Pilcher, Ph.D., CMC
Talking about dementia can be hard and scary. However, learning about the common symptoms, the difference between dementia and
By: Rebecca Wild-Wesley, RN, MA, CMC
There is no time like the present to develop your strategy for Aging Well. Being intentional about planning for where and
By: Susan Powers, CFA, CPA, CFP®, CPFA
Millions of Americans are taking a step back and rethinking their work lives amid the “Great Resignation”, more recently
By: Kate Hennessy, CFP®
Do you have extra cash on hand, sitting in a saving account at a bank earning a small amount of interest? Do you have a CD maturing?
By: Patrick R. Cote CFA, CFP®
“The rules no longer apply.” Spring 2020 – As the Covid pandemic took off, I found myself repeating this phrase with my teenage
By: Kate Hennessy, CFP®
So, which was born first? The March Madness tournament or the “60/40 Portfolio?” The legendary 60/40 portfolio dates back to 1926
By: Patrick R. Cote CFA, CFP®
What the heck is going on with interest rates? You might have noticed that after years of being extremely low, they started to
BY: SUSAN POWERS
I recently hosted an evening with friends, food and wine where we discussed the current state of markets, the unique needs of women investors
BY: KATE HENNESSY, CFP®
Just like your favorite ice cream, debt comes in a variety of flavors – student loans, credit cards, and mortgages are just a few that