S&P Index

(credit: iStockphoto)

Starting A Portfolio

Let’s start the New Year with a look at your portfolio.

WBZ NewsRadio 1030–01/12/2015

Photo Credit: Thinkstock.com

How To Clean Up Those Retirement Plans

So often I hear from listeners who are about to retire and they realize they fall into the category of having too many retirement plans.

WBZ NewsRadio 1030–09/03/2013