What, me worry? – How to stay safe online

The fictitious mascot for MAD magazine, Alfred E. Neuman, immortalized the phrase, “What, me worry?” Unfortunately, when it comes to cyber security, there is now plenty to worry about.

Living above one's means

Sometimes when I am looking over the expenses of a new client, I see their incomes are not really enough to support their lifestyle. A couple going through a divorce can only exacerbate the situation.

Once they are divorced, the situation only gets worse as they now have two households to run and are used to living a certain lifestyle.

What’s better than a Roth IRA?

I attended a benefits seminar this week featuring William G. Stuart of Benefit Strategies. His specialty is HSAs or Health Savings Accounts. These underrated accounts are becoming increasingly popular vehicles to save for future health care expenses while lowering current health insurance premiums.

What could possibly go wrong?

I was listening to NPR the other day and heard this story about a guy who balanced a ladder on a railing twenty feet off the ground to reach a broken gutter.

He spent months in the hospital from a bad fall and as he lay in that hospital bed, he asked himself, "What was I thinking?"      

Pizza Joint Advice

A couple of weeks ago I was in Marlborough, MA getting the exhaust system fixed on my daughter’s car. My mechanic, Greg Casten, at Master’s Automotive in Natick, MA suggested that I go to a place there because it would be cheaper than having a whole new exhaust system installed.

Tips for Newlyweds

You are about to embark on one of the most exciting journeys of your life. 

Having a successful marriage can be challenging at times.  However, starting on the right foot financially can go a long way in providing for a blissful life together.

Kids could be on the hook for parents’ care

We often hear from people who want to minimize their parents’ estates by transferring assets to adult children. The goal is to minimize potential estate taxes for assets that would likely pass to the children anyway. The problem is that the children may be on the hook for their parents’ care.

Get vs. Got

Grammatically speaking, the word "Get" is the present tense form of the verb to get.  "Got" is the past tense.

There are many variations of these two words however; I wanted to go in a different direction than just the root meaning.

The other day, I was realizing how many times we use the word "Got" as a complaint or in a negative way.

MA residents can now take deduction for certain 529 contributions

In the fall of 2016 the Massachusetts legislature passed a bill allowing MA residents to begin taking a tax deduction for contributions to the U.Fund 529 college savings plan. It was an important change for many MA residents that are currently contributing to a 529 plan.

Starting off on the right foot

We have been helping a larger number of our client's kids that are recent college graduates or in the military start off on the right foot financially.

I think if we go back in time, it was a lot easier to start off on the right foot for a few reasons:

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