JUNE 2020 |  ISSUE 198
Welcome Friend!

We wish you and your family a wonderful Independence Day and holiday weekend. Take a moment to reflect on the freedoms each of us cherishes in our lives and be grateful for all those who work hard to ensure we are free. 

We are all about empowering our clients, friends and colleagues with knowledge. Recently we held two Social Security Zoom webinars to get valuable information to you. If you missed them, you can watch them here. Thank you to Marcia Mantell of Mantell Retirement Consulting for sharing her wisdom. All those who registered got a copy of her book
 What’s the Deal with Social Security for Women. She's a wonderful collaborating partner with us and we encourage you to buy a copy of her book--it's very easy to read and understand. 
We are well versed in Social Security options and strategies. Let us help you be prepared with a personalized financial plan. Happy summer.


p.s.  In case you missed our last newsletter click here. 

p.p.s  We post timely information almost daily on social media. Follow us today: Facebook  Twitter  LinkedIn  YouTube

Time to share. Create a Buzz.

Meet Natalie Hoerner, the founder of Gifts of Gratitude. She is a beacon of light, hope, love and peace in the world. She is on a mission to help people focus on gratitude during these difficult times.

Share your gratitude story and she will send you three beautiful postcards for you to mail to friends, loved ones, helpers in your neighborhood, or anyone else you’d like to share the gift of gratitude with.

>> Visit today<<

Scammers filing fake unemployment claims 
Have you been scammed? The Secret Service recently issued a warning about scammers targeting unemployment benefits.
Read on...
What to keep when someone dies
Banish guilt, set concrete limits, and other rules for figuring out what to save, store, and donate.
Read on...
Planning a vacation just got more complicated
The new rules for travel insurance during the summer of coronavirus.
Read on...
When will life return to normal?
As we emerge from quarantine and proceed into the new normal, what's your comfort level?
Read on...

From Bill's Corner


Are you retiring from or retiring to?

In the media...on the blog

We're tapped by the media to write for and contribute to a variety of publications. Here are our latest contributions.
Ghost of Me Mural

INVESTORS, PLANS AND MONEY: The corona experience: time for a financial reinvention?
Old Colony Memorial, May 2020 View…

INVESTORS, PLANS AND MONEY: Second chances--IRS extends IRA contribution deadlines
Old Colony Memorial, April 2020 View…

INVESTORS, PLANS AND MONEY: Let's be careful out there
Old Colony Memorial, March 2020 View…

INVESTORS, PLANS AND MONEY: The ultimate gift to loved ones
Old Colony Memorial, February 2020 View…
Ghost of Me Mural
begin it


We are authentic, thoughtful, straight-shooters who provide the sound, visionary stewardship that helps our clients protect their financial foundation while building their wealth. 

We are private and independent, which means we have the unique ability to build deep, meaningful relationships with our clients with no competing agendas. We are a legal fiduciary for our clients.

We have four decades of broad financial and business expertise that enables us to knowledgeably advise on a wide range of financial and business affairs and to help our clients navigate the sea of complexity with confidence.

We are strong believers in the power of near-term, actionable planning and disciplined focus on forward-facing goals.

We are at our best when we help our clients optimize their financial resources to realize their goals and dreams. 
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