Thank You for the ULTIMATE Service

by Chrissy McCormack on

By: Chrissy McCormack

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...

The Happiest Place on Earth (at least for shopping)

by Richard Ropelewski on

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...

Do You Desire “Retirement Peace of Mind?”

by George T. Clarke on

In December 2012, a landmark study was launched to determine a national retirement peace of mind.[1] It included more than 6,000 respondents age 45 and older. It found that average Americans have a lot of challenges and a lot of expectations for their retirement years.

Retirement Expectations

Trad...

When the Parent Becomes the Child

by George T. Clarke on

Providing Care for Older Individuals

It should come as no surprise to anyone that we’re living longer.[1]  Over the past century, medical science has defeated numerous diseases that once shortened the lives of many.  These extra years are not without their problems; living longer allows people to...

The Lower the Latitude, the Better the Attitude

by Chrissy McCormack on

Well folks, I am back after an 8-day annual vacation to Cancun, Mexico with my loved ones.  We came home to a nasty windstorm and then a snowstorm the following day.  I still ask myself why we live here, but it always comes back to my roots.  This is where my roots are and this is why I take such...

Financial Hacks for Millennials

by George T. Clarke on

With age comes responsibility, so if you're a young adult in your 20s or 30s, chances are you've been introduced to the realities of adulthood.  While you are excited by all the opportunities life has to offer, you're also aware of your emerging financial responsibility.  In the financial realm, the...

Posted by George T. Clarke, CPA/PFS, MSF and Rick Ropelewski, CFP, MBA

Conventional wisdom says that what goes up must come down.  But even if you view market volatility as a normal occurrence, it can be tough to handle when the volatility is high (as it is now) and your money is at stake.  Though...

Despite our dreams, we are unlikely to win a big lottery and only a relatively small group will cash in on the sale of a business, but we are in the midst of the largest wealth transfer in history as many baby boomers will receive inheritances from their hard working, successful and savings...

Conducting a Periodic Review of Your Estate Plan

by George T. Clarke on

Many, if not most of us, have an estate plan filed away right next to the fancy insurance policy binders. Check that task off, right? Wrong, some of these estate plans are years old. With your estate plan successfully implemented, one final but critical step remains: carrying out a periodic review...

Wait, It Has Been How Long!?

by Rick Ropelewski on

We all have had the personal experience or know someone who said, “I can’t believe we have been in this job for x number of years.” Between my last year in the Air Force and graduate school I moved seven times in three years. So I did not think I would ever be one of those people to utter that...