One of the most inspiring charity tournaments of the year! I’m proud to support it both financially and as a volunteer for the second year now. Honored to be part of something that truly makes a difference.
Having your financial life organized can be a Zen-like experience. You can almost see a calmness come over clients when they sit with you to review their newly prepared comprehensive Financial Plan. Sure, there are usually many To Do’s and/or decisions that will still need to be made to optimize...
Timing the Market may sound like a savvy investment strategy. You know, sell just before the next big decline to protect your unrealized gains and avoid losses, then jump back in just when the Market hits the bottom so you can ride the gravy train back up. That strategy seldom works for several...
Many people think they have a plan when really, they just have a portfolio.
A true and comprehensive Financial Plan connects all the dots of managing your financial future:
- Cash flow planning
- Understanding your specific retirement and legacy goals
- Risk mitigation through appropriate legal structures and...
At an Economic Briefing last week I was asked which Broker-Dealer I was affiliated with. I explained that my securities license was that of an Investment Advisor Representative (IAR) and as such I was not affiliated with a Broker-Dealer firm. Those working for Broker-Dealers (Brokers) are...
As you may know the SECURE Act was signed into law on December 20, 2019. This landmark piece of retirement legislation could impact some decisions about retirement savings strategy. The one page summary highlights the 10 Key Provisions of the SECURE Act as well as some additional information...
By George T. Clarke, CPA/PFS, MSF
January 15, 2020 - Happy New Year! What a difference a year makes. Just over a year ago the stock market was plunging and came perilously close to ending what has become the longest bull market ever recorded. In December 2018, dropping stocks were suggesting an...
What can football teach us about personal finance? As it turns out quite a bit. With the Patriots season over sooner than it has been in 10 years – and I know few outside New England are particularly bothered by that – I’ve had a little more time on my hands to muse over the deeper lessons of...
I was recently sitting in the baggage claim of Boston's Logan Airport waiting for my son’s plane to arrive from Denver when a simple airport rendezvous turned into an unexpected rescue mission of sorts.
While I was waiting, an elderly woman approached asking if she could borrow a phone to call her...
Memorial Day: A day when the United States mourns those members who died in active military service.
How do you honor the men and women of our country who paid the ultimate sacrifice for our freedom? Well, if you live in Cohasset, you have three days of events honoring and memorializing those who...
No, I’m not talking about Disney World; but rather the Natick Outdoor Store; a sporting goods store outside Boston. My son is building a canoe as part of a high school project, for which he is thrilled as he loves to fish. 
For our household the challenge of owning a canoe is the minor detail of...