Insights
From the Team
Our thoughts on finances, planning, and life in general.
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Disney For The Win!
Last week, Ashley and I took our two girls down to Disney for a week to spend some much-needed family time together. The trip was a blast and we had near perfect weather to accompany us, which helps. It started with our girls’ first time in an airplane – which, at that moment, was the...Recent Insights
Timeline of Tax Forms
It’s everyone’s favorite time of year again – tax season! There are several dates to be aware of regarding your tax forms from LPL Financial and other asset custodians. Most of the tax forms will be mailed out between January and March to meet all IRS deadlines. You may also find copies of the tax…
Myths About Financial Advice
When it comes to choosing a new financial advisor or evaluating your current advisor, there are some very basic elements that you need to consider. To get you in the right frame of mind, consider these myths and new realities. Myth number one is about competence and success. Believe it or not, the most successful advisors…
Busting Myths of Financial Service Firm Independence
Most financial services firms tout their independence and how they are always looking to do what is in the best interests of their clients. But the truth, of course, isn’t so simple. Let’s start by busting a few myths about adviser independence. First may be the myth that because someone practices as a fee-only adviser…
Making Cents: How do you know when it is Time to Sell your Business
If there’s one big mistake that business owners make, it’s failing to exit their business on their terms and within a proper time frame. Simply put, too many owners stay in the saddle too long and miss the opportunities to time their exit well. They miss it for a myriad of reasons. Some don’t make…
Westward Bound
I’m truly excited to announce that later this month, I will be carrying the Napier flag from southeastern Massachusetts to southwestern California. This move will allow me to pursue longstanding personal and professional goals, while maintaining my commitment to the team’s financial planning services. I will also be guiding a carefully vetted opportunity the firm has…
Making Cents: Family Business Succession – Enhancing the Odds of Success
The odds of successfully transitioning a business from one generation to the next are extremely low. In fact, as each generation grows to the point of needing a successor, it is even less likely that a transition to the next generation can be successfully accomplished. Succession is something that should always be on the minds…