Getting Ripped in Retirement: Building Muscle at Any Age
Conventional wisdom says that building muscle and getting in shape is a young person’s game. And...
Learn MoreConventional wisdom says that building muscle and getting in shape is a young person’s game. And...
Learn MoreThere are few things that ruin a honeymoon like sitting down and talking about finances. It can be...
Learn MoreThe Stanley Cup wishes it was this cool. Office workers are lining up to buy one of Stanley’s (no...
Learn MoreMany of us take our physical and mental health for granted. We skip helpful habits and alter...
Learn MoreMarriage comes with a lot of perks: love, companionship, and tax breaks. It seems like a given that...
Learn MoreWhat is long-term care insurance and why is it so important for women? This article explains why...
Learn MoreHow do you achieve balance in your life? For many people, it's challenging to find enough energy to...
Learn MoreDealing with grief is never easy, especially when it's the result of losing a spouse. This article...
Learn MoreInsurance can be a powerful tool for protecting your wealth and your family's quality of life. But...
Learn MoreAt some point, most of us will help support relatives as they grow older. And whether it's a...
Learn MoreThe more you pay in to Social Security, the greater the Social Security benefit you receive during...
Learn MoreThere's a lot to "know" about money, and the topic areas can be wide-ranging, covering everything...
Learn MoreThroughout your life, you will likely give your children monetary gifts. Some of these may be...
Learn MoreWealth management can feel like a complex process, and at times, it is. However, it all comes down...
Learn MoreWe all know that women tend to live longer than men. While this longevity has many benefits, it...
Learn MoreWhile it's always great to see friends and family, the holiday season can also bring about its own...
Learn MoreFew things are more emotionally challenging than the death of a spouse—and if that spouse was...
Learn MoreAccording to a report from Closing the Women’s Wealth Gap, women in America have far fewer assets...
Learn MoreThe way we do business is constantly evolving. Gone are the days of phone calls and drop-bys; in...
Learn MoreWith social distancing, isolation, and lockdowns, the COVID-19 pandemic seemed like it could be a...
Learn MoreEach year, the American Heart Association hosts National Wear Red Day®. The day aims to raise...
Learn MoreAccording to studies by the U.S. Financial Literacy and Education Commission, nearly half of young...
Learn MoreIn recent years, we have seen an increased focus on financial and investing education for women....
Learn MoreYou've probably heard or felt the stereotypes before: women are not confident investors, women are...
Learn MoreInheriting a spousal IRA provides unique tax benefits available to the surviving spouse, and there...
Learn MoreTeaching your children or grandchildren about money can be challenging. Where do you start, what...
Learn MoreThere are a lot of financial and emotional considerations to keep in mind when navigating a...
Learn MoreAre you interested in learning more about markets and investing? The great news is: it's never been...
Learn MoreThe COVID-19 pandemic forced a big shift in the way we work and communicate with our colleagues....
Learn MoreThe gender gap in investing has narrowed in recent years, but women are still more likely to save...
Learn MoreTraditionally, women have been the caretakers of both the older and younger generations of their...
Learn MoreThe surprise divorce announcement from Bill and Melinda Gates came as a shock to many people, but...
Learn MoreWe strive to understand and deliver the quality of client service that affluent and high net worth families appreciate. We focus on providing outstanding financial management service and attend to your needs with an unending commitment to personal attention, responsiveness, and professionalism.
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Suite 507
New Bedford, MA 02740
Phone: (888) 992-8601
Fax: (508) 992-4700