What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
For this month's blog, we wanted to share some wise words from Paul Harvey. The message is a bit lengthy but we promise it is worth your while to read his wisdom. There is a lot of sound advice in this piece and is a good reminder to...Read More
I had the pleasure of having dinner with an old friend who retired 1 ½ years ago. He answered my question when I asked him, “what advice should I be offering my clients who are approaching retirement, based on your year and...Read More
On January 8, 2023, I will be celebrating my 50th year in the financial services business. I still remember my interview with John Hancock in Boston MA.The life lesson I learned that first week with John Hancock explains a lot about...Read More
October will be here in a few days and this morning’s weather greeted me like an old friend. A friend that reminds me that the best season of the year is upon us. October was always a month for planning achievable goals and...Read More
This past weekend we saw again that predicting weather in the New England states is a tough job. Friday was a beautiful day…the sun was shining, and the weather was nice, but there was a sense that something bad was coming. It...Read More
So as I sit here in our lovely Farmington office, I realize the perilous times that are in front of us & the huge decisions that our clients have in front of them. Let’s take a peek under the covers. Frank & Linda Walsh are...Read More