FPA

Photo Credit Thinkstock

Saving And Investing To Reach Your Goals

Knowing when you want to reach your goals is your time horizon and that should dictate what you invest in and how much risk you take.

WBZ NewsRadio 1030–10/08/2014

Money, Finances, Elders, Worksheet

What Have You Got Financially?

A net worth is a snap shot of where you are financially at a given moment in time. It is a list of your assets and your liabilities.

WBZ NewsRadio 1030–10/07/2014

Folder, Plan, Finances

Everyone Needs A Financial Plan

Everyone can benefit from financial planning.

WBZ NewsRadio 1030–10/01/2012

finances, money, credit, bills

Questions From Listeners: Engaging A Financial Planner

We are interested in learning more about financial planners.

WBZ NewsRadio 1030–02/09/2012

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

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