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Investing in Real Estate? First do your research, then consider your goal.

Note: We are not paid or compensated in any way to promote services or products. Our blogs are intended to be helpful for for readers to make the best decisions for them. Many young families are interested in real estate investment as an additional source of passive income. While this sounds exciting, you should educate yourself […]

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Achieving Financial Independence with Passive Income: A Quick How-to Guide

If you’re reading this, you’ve probably already explored a few passive income strategies to live the life of your dreams…or to just bring in extra cash. Either way, having another source of income can help during the good times and the bad. An added layer of security is generally a good thing! Your financial goals will […]

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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 […]

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