While our name and branding has changed, we are still a holistic, boutique financial planning and wealth management firm that is dedicated to serving all your financial needs.
Jordan’s buzzer-beater in the ’89 NBA championship, Tyree’s Superbowl helmet catch in ’08, Woods’ ‘05 chip-in at the Masters, my brother in-law’s surprise gift of a puppy in ’17. Arguably my four favorite ‘Hail Mary’ attempts of all time, with three out of four of them being successful. Let me explain. As I’ve led on […]
Talking about the follies of wealthy or famous people is so popular that even the lousy estate plans that they leave makes headline news. Think about all the celebs, like James Gandolfini who have left a mess for their children and other loved ones. Very few, on the other hand, are motivated by these stories […]
We all receive those same email, telephone or direct mail solicitations from a charitable organization asking for a donation to support a needy group. It isn’t easy to say no as the solicitors are well trained at pulling your heart strings to get you to open up your wallet. But a better plan is a […]
Thanks to everyone who supported our fundraising efforts for The Jimmy Fund and Dana Farber Cancer Institute! With your help, we’ve raised close to $80,000 for the research of Acute Myeloid Leukemia in honor and support of Mike Aizenstadt. We had a great day on the golf course last Friday! Take a look at some […]
We all eventually clean out a closet or basement, and find things that we forgot about and deem useful or valuable. From a financial perspective, the same process may also yield unexpected treasures. The living proof of this is your state’s unclaimed property list. In Massachusetts, it is estimated that one in 10 residents have […]
We are approaching our 7th Annual Jimmy Fund Golf Tournament which is set for this Friday. This year we are fundraising for the research, treatment, and cure of Acute Myeloid Leukemia (AML) in honor of Mike Aizenstadt. We are often asked to donate to various charities and fundraisers throughout the course of the year, and […]