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Health Care Proxy

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Where’s The Important Stuff?

During Thanksgiving, most families would much rather talk about the Patriots than their finances.

WBZ NewsRadio 1030–11/25/2013

Elderly Woman

Your Financial Role As A Widow

If you are married one of you will become widowed and usually it is the woman who is the surviving spouse.

WBZ NewsRadio 1030–08/21/2013

Craigslist Killing Case

Keeping Mom’s Important Papers Organized

A gift you can give mom this Mother’s Day is to help her sort through all of the stuff she has been saving for years and help get it organized.

WBZ NewsRadio 1030–05/07/2013

Mother, Family, Daughter, Talking

About Mom This Mother’s Day

Seniors want to live active lives but there is a huge difference between a 65 and 85-year-old.

WBZ NewsRadio 1030–05/06/2013

Michael Jackson's Last Will, Estate Planning

Estate Planning Is Key To Financial Planning

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

WBZ NewsRadio 1030–05/03/2013

(credit: CPSC)

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 1030–12/04/2012

Files, Paperwork, Filing

Where Are Your Important Papers?

If something should happen to you does someone know where all your important stuff is kept?

WBZ NewsRadio 1030–11/19/2012

Photo Credit: Joe Raedle/Getty Images

How To Protect Your Estate While Living In Two States

Six months south and six months north could be a great lifestyle in retirement but one place will need to be your legal domicile, your legal residence.

WBZ NewsRadio 1030–10/19/2012

Medical Care, Hospital Bed

Your Healthcare Coverage While Living In Two States

If you have retired early and to save money got the least expensive HMO you could find, it just might not cover routine procedures if you are out of state.

WBZ NewsRadio 1030–10/18/2012

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 1030–10/05/2012

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