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NEWS
ARTICLES THAT KEEP YOU UPDATED ON
THE LATEST TRENDS IN LIFE INSURANCE


Nov 28, 20241 min read
The Imperative Role of Life Insurance in Securing Your Retirement Financial Plan
https://www.linkedin.com/posts/northeast-private-client-group_structureyourlegacy-financialplanning-estateplanning-activity-7260312912869...
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Nov 18, 20241 min read
Does Your Retirement Plan Include Long Term Care??? It Should!
https://www.morganstanley.com/ideas/healthcare-costs?ET_MID=noloc&ET_MID=nomsai&cid=smfa-ddf4d833-8dcd-482b-9fbd-b9567593b32c-20241118
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Sep 12, 20241 min read
Stephen is a Certified Scuba Instructor
Stephen was certified as a scuba instructor in Florida this past August.
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Aug 28, 20241 min read
Nervous about Retirement if You Weren't Saving In Middle Age?? Note The Following Link to Calm Your Nerves.......
https://www.wsj.com/personal-finance/retirement/how-to-plan-for-retirement-if-youre-behind-on-saving-in-middle-age-b859baec?mod=LinkedIn
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Aug 21, 20241 min read
Fun morning at a newly renovated McDonald's in Southbridge, MA!!
Congratulations to Joseph Spadea and his family, owners of multiple McDonald's locations throughout the Northeast. 🎉🍔 hashtag#fastfood...
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Aug 21, 20241 min read
"Workers miss out on billions in investment rollovers...."
https://lnkd.in/gmN6_wHq
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Jul 2, 20241 min read
Stephen Javaras, Divemaster!
Congratulations Stephen for completing your Divemaster certification! This achievement allows him to assist instructors with classes and...
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Jun 24, 20241 min read
401K Balances by Age.....Where Do You Stand?
https://www.forbes.com/sites/investor-hub/article/average-401k-balance-by-age-how-to-catch-up/?utm_medium=social&utm_source=ForbesMainLin...
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Jun 13, 20241 min read
Stephen Javaras is a Level lll CFA Candidate
Congratulations Stephen for completing Levels l and ll of the CFA (Charted Financial Analyst) exam. He is now a Level lll candidate and...
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Apr 22, 20241 min read
Go for the Million Goal in your 401k
https://www.linkedin.com/feed/update/urn:li:activity:7184906120182820864/
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Apr 16, 20241 min read
What Does Retirement Look Like for Single Women???? Interesting Wallstreet Jr Article
https://www.wsj.com/personal-finance/retirement-single-woman-finances-02493af3
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Apr 11, 20241 min read
Want to know How to Manage Your Home Insurance??
http://merryhamptonhomes.com/6-strategies-to-save-on-home-insurance-premiums/
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Mar 27, 20241 min read
Obstacles to Overcome in Retirement
https://www.kiplinger.com/retirement/retirement-planning/retirement-obstacles-you-can-overcome?utm_term=70B9AF35-B91C-44A9-9D0C-EB00CCD0F...
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Mar 27, 20241 min read
Explanation of Social Security Benefits.....
https://www.usatoday.com/story/money/2024/03/17/want-the-max-4873-social-security-benefit-heres-the-salary-you-need/73008302007/
5 views


Feb 14, 20241 min read
Learn how to Protect your Portfolio By Understanding Taxable, Tax Free and Tax Deferred Asset Management
https://www.ameriprise.com/financial-goals-priorities/taxes/tax-diversification-retirement
7 views
Jan 26, 20241 min read
What's Your Life Policy Worth?
TAKEAWAYS FROM HECKERLING 2024 Life Insurance Valuation and Life SettlementsSESSION: "That Life Insurance Policy May Be Worth More (Or...
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Jan 18, 20241 min read
Are Your Strategy & Foresight Staffs Working Together to Develop Defensible Long-term Plans???
https://hbr.org/2024/01/bringing-true-strategic-foresight-back-to-business From the Harvard Business Review.....
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Jan 10, 20241 min read
Don't make these mistakes after applying for a mortgage.....
https://www.simplifyingthemarket.com/en/2024/01/10/avoid-these-common-mistakes-after-applyin g-for-a-mortgage?a=16062-34dc10fed416e269d04...
5 views


Jan 2, 20241 min read
Are You Banking With One of the Best?
https://www.newsweek.com/rankings/americas-best-regional-banks-credit-unions-2024
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Dec 16, 20231 min read
"HOW TO OVERCOME FINANCIAL BEHAVIORAL ERRORS IN RETIREMENT"
https://www.welcomefunds.com/life-settlement-news/news/Errors-in-Retirement.html
5 views
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