skip to Main Content
NH: 603-881-9161 MA: 978-458-4566 Call for a Free Consultation

Seniors at Risk for Financial Abuse

Financial abuse among the elderly have steadily grown over that past ten years. The financial exploitation of older or vulnerable adults can take many different forms. This portion of the population can be exploited by strangers of professionals who deal…

Read More

Estate Planning and Passing on Family Values

Successfully addressing and legally formalizing inheritance of family values and assets can be challenging, especially if parents wait too long to begin instilling family values. Undoubtedly the best time to teach and empower your children as eventual inheritors of your…

Read More

Financial Planning for Millennials

Millennials include fiscally conservative, savings oriented, and future planners seeking financial freedom as core attributes. A large part of millennials' formative years was influenced by the US sub-prime mortgage crisis beginning in 2007, shortly followed by an international banking crisis,…

Read More

Protecting Seniors from COVID-19 in 2021

By now, everyone in America knows something about the COVID-19 global pandemic, also known as the coronavirus. News media programming continues to broadcast information about this virus with varying degrees of accuracy, which has created some confusion, especially for seniors…

Read More
Back To Top