estate planning

Estate Planning Is Key To Financial Planning

Estate Planning does not have to be fancy, expensive or complicated.

WBZ NewsRadio 1030–2013/05/03

Estate Planning Is Essential

If you have done estate planning, when did you do it?

WBZ NewsRadio 1030–2013/03/22

What To Do Financially When You’re Expecting

There’s lots of books about how to raise kids but there isn’t much about how to plan financially for a baby.

WBZ NewsRadio 1030–2012/12/04

Achieving A Comfortable Retirement

Unless you want to live with one of your kids in your old age you really need to do some retirement planning.

WBZ NewsRadio 1030–2012/10/12

Home, American Dream, real estate, home sales, sold

How To Protect Your Assets

As part of your financial plan you will need to be sure you are adequately insured and have an estate plan as well so you can protect those you love as well as your assets.

WBZ NewsRadio 1030–2012/10/05

You Have To Plan On Dying

According to a survey by the legal service Rocket Lawyer, almost three-quarters (71%) of adults under the age of 34 do not have a will.

WBZ NewsRadio 1030–2012/09/24

Where There’s A Will There’s A Way

Losing both parents is not a common occurrence, but it happens often enough that we all know of someone who either lost their parents or who is raising someone else’s kids.

WBZ NewsRadio 1030–2012/08/30