Investing in your 20’s

I was recently talking to a friend about investing early and planning for the future. I realized that although many people are aware that starting early is better for compound returns and that time is valuable, they are hesitant to make that first attempt at investing. A survey by Ally Financial shows that 61% of […]

Read More…

Being charitable and giving to things you care about

We often meet with potential and current clients who say they want to give to causes they care about and to implement a more formal charitable giving approach compared to what they’ve done in the past.   This past spring, I completed my capstone course at Bentley University, which consisted of writing a grant for a nonprofit organization in the Waltham area. My classmates and […]

Read More…

Back to School Planning

Now that it’s August it feels almost impossible not to be thinking about going back to school whether we like it or not! The summer provides a bit of relief from money and loan talk; I hope this post helps ease the transition. As you consider plans for your child’s education or repaying student loans, I’m outlining a few things that we […]

Read More…