Insights
From the Team

Our thoughts on finances,
planning, and life in general.

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Recent Insights

Bring Me Bach

It is a joyous time of year as the crisp fall weather encroaches on New England. Windows down in the car as we try and skip around to find the songs that match our mood. For those who didn’t know, I have quite a few musical bones in my body. My mother went to Boston…

Integrated Decisions: Merging Business and Personal Finances

Do you know the #1 reason small businesses eventually fail? Up to 82% of failures directly result from owner-related cash flow problems. When you drill down into this group, a common trend emerges. It reads like this: Owner invests in growth, despite risk. Risk turns out to be riskier than thought. The owner’s personal finances…

Hollywood Hank

Henry Wolfe Napolitano joined us on July 25 at 7:52 AM. Ellie, Jack, Grayson, Jenna and I all adore him. It has been a pretty big adjustment, but we are all doing well. I should start by saying that we call him Henry, and Jenna will be disappointed by the title of this article, but…

Opening Financial Conversations with Aging Parents

When it comes to discussing finances with aging parents, it’s often a child, niece, or nephew who broaches the topic. This person is usually comparatively successful, organized, or deeply concerned. More often than not, they also witnessed estate planning or long-term care play out poorly in someone else’s life. Now, their parents are starting to…

The Neighbor I Hardly Knew

In this day and age of families sprawling around the country as children complete their education and begin their careers, it becomes increasingly more significant to know your neighbors. But in this case, I’m talking a bit more globally. For those who have travelled afar, you probably got the feeling from your international hosts that…

Using Roth IRAs to Teach Financial Literacy

It’s no secret that Roth IRAs are one of the best, if not the best, financial vehicles for young savers to start saving in. The earlier you begin, the more time you have for tax-free compounding. That’s only magnified when our kids or grandkids can begin saving as early as their teenage years. We have…

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