NEWS

Congratulations Stephen for completing your Divemaster certification! This achievement allows him to assist instructors with classes and...

https://www.forbes.com/sites/investor-hub/article/average-401k-balance-by-age-how-to-catch-up/?utm_medium=social&utm_source=ForbesMainLin...

Congratulations Stephen for completing Levels l and ll of the CFA (Charted Financial Analyst) exam. He is now a Level lll candidate and...

https://www.linkedin.com/feed/update/urn:li:activity:7184906120182820864/

https://www.wsj.com/personal-finance/retirement-single-woman-finances-02493af3

http://merryhamptonhomes.com/6-strategies-to-save-on-home-insurance-premiums/

https://www.kiplinger.com/retirement/retirement-planning/retirement-obstacles-you-can-overcome?utm_term=70B9AF35-B91C-44A9-9D0C-EB00CCD0F...

https://www.usatoday.com/story/money/2024/03/17/want-the-max-4873-social-security-benefit-heres-the-salary-you-need/73008302007/

https://www.ameriprise.com/financial-goals-priorities/taxes/tax-diversification-retirement

TAKEAWAYS FROM HECKERLING 2024 Life Insurance Valuation and Life SettlementsSESSION: "That Life Insurance Policy May Be Worth More (Or...

https://hbr.org/2024/01/bringing-true-strategic-foresight-back-to-business From the Harvard Business Review.....

https://www.simplifyingthemarket.com/en/2024/01/10/avoid-these-common-mistakes-after-applyin g-for-a-mortgage?a=16062-34dc10fed416e269d04...

https://www.newsweek.com/rankings/americas-best-regional-banks-credit-unions-2024

https://www.welcomefunds.com/life-settlement-news/news/Errors-in-Retirement.html

https://www.forbes.com/sites/rochellemclarke/2023/10/17/the-importance-of-transition-planning-for-business-owners/?sh=79bacd6a67c5&638355...

https://www.supermoney.com/how-to-create-a-trust/

This past weekend, in Naples, FL, Stephen joined his dad as a qualifying member of the Top of the Table. Jim has been a member of this...

https://www.mintz.com/insights-center/viewpoints/2876/2023-10-06-estate-tax-changes-included-new-massachusetts-tax-relief

https://www.welcomefunds.com/life-settlement-news/news/How-to-Get-the-Highest-Life-Settlement-Offer.html

https://www.soa.org/49346b/globalassets/assets/files/resources/research-report/2018/2018-impact-genetic-testing-report.pdf Regulations...