We understand that life is not static and that each stage of your life requires special consideration. This is the reason why we begin every engagement with a financial plan. We help you plan for the future based on your … Read More
by Guest Columnist Doreen Lima, MBA In the human repertoire of multiple intelligences, an individual’s emotional intelligence quotient (EQ) plays a significant role in crafting a satisfying life. This in part is because a highly … Read More
by Cathy Pareto, MBA, CFP® – May 2014 Investors need portfolios that reflect their different financial goals, time horizons, and risk preferences. Although there is no “perfect” portfolio, many investors will find that a sensible approach incorporates diversification across multiple … Read More
by Arne R. Themmen- May 2014 Today, the interest rate returns available from fixed income investments are at all time historic lows. In the search for increased income returns, more and more people are turning to Real Estate Investment Trusts, commonly … Read More
by Arne R. Themmen- May 2014 Individual retirement accounts (IRA’s) represent an accumulation of pretax funds. They can be funded from a 401–K or other qualified plan or from individual contributions through the years, but no tax is paid on … Read More