By: Erika Giovanetti
Many young Americans are going off to college and while this is an exciting time for students and their families, it can be easy to lose sight of the bigger financial picture.
A college degree can be quite costly, leaving many graduates saddled with student loan debt...
By: Tom Lally, CFP ®
No, I’m not talking about some villain in a new Terminator movie. If you’re not familiar with this – and neither was I prior to going – I think its best described as a cross between an escape room and obstacle course. The concept actually originated in Sweden in the 1990s...
by Sally Abrahms, AARP Bulletin
For many Americans, retirement barely exists anymore. Instead of leaving work behind after age 65, they're diving back in, often trying out a new career or volunteer opportunities. These encore careers can include full-time work in the nonprofit sector, part...
By: Nora Daniels, Financial Planning Assistant
My stepdaughter’s natural tendency is to spend money immediately. Normally, when she receives any money it is burning a hole in her pocket. Despite our best efforts over the years, she nearly always opts for immediate gratification over delayed...
By Julia Crane, Financial Planner Assistant
At first I was saying how I was having a midlife crisis, but being in my mid-twenties, it’s more of a quarter life crisis. We can all thank the pandemic for this early reevaluation of my life!
As most of you probably saw in our last newsletter, I...
by Mark Avallone
To maximize the learning experience, involve your kids in the back-to-school shopping process. Start by reading this article with them. Together, identify your spending goals and decide where you’ll do your shopping. Discuss a strategy for spending on “extra” things that are not...
By: Robert Powell
Yes, we know that you think that you’re a rational investor.
But you’re not.
Whether you know it or not, whether you like it or not, you have some behavioral biases that could materially and adversely affect your investment decisions and ultimately your outcomes.
And...
There are countless downsides to this pandemic. However, I like to believe there is always good along with the bad and COVID has reinforced the value of resiliency and the ability to adapt. When life gives you lemons you are supposed to make lemonade, but not everyone notices the bowl of lemons on...
Despite the ongoing shift to an increasingly digital world of automatic electronic verification of everything from transactions to identity, the reality is that today, there are still a number of documents that individuals must be able to provide to various companies, regulators, or government...
I recently returned from a week’s vacation in Truro. My wife and her family have been vacationing there for 3 generations and about 60 years, but I had never been until a few years ago after I met her. She loves it there so much that we chose to get married there last year – a small, immediate...
Your life changes, so should your estate plan
A last will and testament is one of the building blocks of a sound estate plan. However, a will that is not reviewed and updated to keep pace with changes in the law and the testator’s goals and circumstances could be worse than useless; it could, in...
I am so excited to have joined the Rope Team at the beginning of this month! In case you haven’t had the chance to read my bio on the website, allow me to introduce myself. My name is Nora and I graduated from Bentley University in 2013. After an interesting career in marketing for 8 years, I...
