Insights
From the Team
Our thoughts on finances, planning, and life in general.
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Making Cents: Home Renovations and the Risk That You May Be Assuming
If you hire a home builder to fix up your house, and your home is not properly insured, any problems such as fire, theft or injury to workers could bounce back into your lap if you hire someone who is uninsured or underinsured. Home builders and renovation professionals have not been this busy in quite […]Recent Insights
Cat Days of Summer
Here we are, August 3rd. Approaching the ‘cat’ days of summer as they should have said! Summer is my favorite season, and in my prior years I would spend it at the beach as much as the weather would allow. I had the whole beach trip onboard and offboarding down to an origami-like science ensuring […]
Making Cents: Planning for Valuables, Collectibles, and Family Heirlooms
When most folks think about their estate plan, little attention is paid to the personal property in your estate. That may include Mom’s engagement ring, Dad’s 1969 Camaro, or anything else of sentimental or monetary value. The most common and least effective way of dealing with this is often a clause in the will which […]
Goats and Knots
When we hear the word Goat these days, many think of the word as an acronym for the “Greatest Of All Time’. This term was made widely popular in New England as the media and fans alike began to refer to Tom Brady as the GOAT. While he may be the GOAT in the eyes […]
Making Cents: Home Renovations and the Risk That You May Be Assuming
If you hire a home builder to fix up your house, and your home is not properly insured, any problems such as fire, theft or injury to workers could bounce back into your lap if you hire someone who is uninsured or underinsured. Home builders and renovation professionals have not been this busy in quite […]
Making Cents: Transitions Shine A Spotlight On Your Preparedness
By: John P. Napolitano, CFP®, CPA, PFS, MST Now that I have decades of experience working with families and recognizing what causes many folks to spring into action, I can easily say that transitions cause the most angst. Transitions can be expected and simple like having a baby, getting married or retiring. But transitions are […]
My Little Brother
FINALLY, my youngest brother Nate got married. Affectionately known to our two girls as “Uncle Nate”, he is the playful, fun loving, and jovial uncle. For those who do not know, I come from a large, blended family. I am 1 of 4 brothers (I am #3) and I have 5 step-siblings. Nate is the […]