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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.

 

Friday, February 24, 2023

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...

 

Tuesday, January 31, 2023

We long for springtime with the sun warming our faces. A light breeze reminds us of how beautiful the weather is when the promise of summer is staring us in our faces. Our mantra has always been “help someone today and be the...

 

Sunday, January 1, 2023

We are going through our year end planning for Professional Investors Life & Annuity and it’s a very important moment for the Company based on 2 consecutive years of double digit or more growth. It reminded me of Chelmsford, MA...

 

Wednesday, November 30, 2022

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...

 

Wednesday, November 2, 2022

The other day, I was asked by my partner, who is also my daughter, to participate in a Zoom call she was conducting for an annual Medicare review. She wanted me to talk to a couple about my personal health story and how my atrial fib...

 

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Friday, September 30, 2022

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...

 

Monday, August 29, 2022

Never give up!I was so impressed by the past weekends golf competition for the FedEx Cup. First place was worth an $18 million dollar bonus to the winner and second place $6.5 million dollars.The eventual winner started the final round...

 

Friday, July 29, 2022

It’s nice to be at this stage of my career! My days are filled with appointments & my phone is ringing all day long. In January of 1973 this was not the case. I had just begun my career with John Hancock in Boston, MA and no one...

 

Friday, June 24, 2022

Sometimes we need to give back, especially when things are hard. We are experiencing 8 ½% inflation.I don’t know what you think the inflation rate is, but my car’s gas tank tells me it’s more than 100%. I could...

 

Tuesday, May 31, 2022

I'm scared! I think the sky is falling! Inflation is year over year 8.3% as just reported. Prices are soaring to unheard of levels. The stock market is in free fall.I have no money! My student loan balance is very high! Did I mention I...

 

Monday, April 25, 2022

 

Thursday, March 31, 2022

 

Tuesday, March 1, 2022

 

Thursday, January 27, 2022

 

Monday, January 3, 2022

 

Tuesday, November 30, 2021

What does the world want for Christmas 2021? Certainly not “Omicron”. Last month I asked if you remembered the Lost Boys from Peter Pan, now I ask if you remember that Covid19 is no more. Anna (my wife) & I were so excited...

 

Thursday, October 28, 2021

That was fantasy, but the fantasy has become reality for many graduated college students and their parents. Yes, of course I’m talking about college debt. Here’s what’s been going on. The demand for a college...

 

Wednesday, September 29, 2021

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...

 

Wednesday, August 25, 2021

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...

 

Thursday, July 29, 2021

The noise from Washington DC is deafening! If you are an unvaccinated Federal employee, you must get vaccinated or face the reality of frequent Covid tests. If you’ve enjoyed not wearing a mask in restaurants or food markets,...

 

Tuesday, June 15, 2021

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...

 

Friday, May 21, 2021

We all know inherently that debt is bad but I do understand that it is a necessary evil to have from time to time. For example, most people are not going to pay cash for let’s say, their first or even second house…so they...

 

Monday, May 3, 2021

With the Covid-19 vaccine rolling out and domestic travel starting to pick up, my husband and I have been talking about wanting to take our son to DisneyWorld. What 5 year old wouldn’t love that? To brush up on our Disney history...

 

Thursday, April 29, 2021

More economic relief for families is on the way! Through this third round of Economic Impact Payments from the U.S. Government, as of March 17, 2021 more than $242 billion dollars of much needed relief will be received by Americans and...

 

Thursday, April 1, 2021

I'm staggered by the amount of trouble that people have initiating a conversation with a fiduciary advisor, and equally amazed at how very smart people can be so foolish with financial matters. Here's a couple of examples of situations...