Financial Planners

Medigap, Elderly Services

Financial Planning By The Decades: When You Are 60

Traditionally, our sixtieth decade has been seen as the decade of retirement. But whether you retire in your sixties or not, these years are filled with important financial decisions.

WBZ NewsRadio 1030–04/10/2015

Tuition, Payment

Financial Planning By The Decades: When You Are 50

Your 50s. These are typically your prime earning years, as well as the decade when retirement begins to come within view.

WBZ NewsRadio 1030–04/09/2015

Financial Planners

Hiring A Financial Planner

It usually takes a life event to push an individual into hiring a financial planner.

WBZ NewsRadio 1030–09/05/2014

(credit: Photo by Chip Somodevilla/Getty Images)

The Rules Of Living Together

According to the Census Bureau there are over 8 million couples living together and these are just the ones telling the Census Bureau about it.

WBZ NewsRadio 1030–08/22/2014

(CBS)

How To Protect Your Assets

You’ve worked very hard to achieve your goals and accumulate assets, now you need to protect them.

WBZ NewsRadio 1030–10/11/2013

CFP, Financial Planners

Questions From Listeners: Where Can I Find A Good Financial Planner? Are You Available?

It is always flattering when a listener asks if I will be their financial planner.

WBZ NewsRadio 1030–12/09/2011

Financial Planners

Money Matters – The Other New Year: Hiring A Financial Planner

The two major things listeners write to me about are credit and hiring a financial planner.

WBZ NewsRadio 1030–09/09/2011

Money Matters – Questions from Listeners #5

WBZ’s Dee Lee discusses reverse mortgages and finding a financial planner in today’s Money Matters segment.

WBZ NewsRadio 1030–08/19/2011