First Pat’s Game Experience

by Nora Daniels on
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By: Nora Daniels | Financial Planner Assistant

My sister and I love going to sports games together, with the most memorable being the day we were at the Sox game and Johnny Pesky’s number was retired. Until recently, the only Boston sports team we hadn’t been to together was the Patriots. She had...

By Janet Berry-Johnson | Credible

Buying your first home can be both exciting and scary. Homeownership is a huge financial commitment, and you may have heard that you need a large down payment, stellar credit and thousands of dollars to cover closing costs. Don’t panic.

Fortunately, plenty of...

College Drop Off, the Tale of Two Moves

by Rick Ropelewski on
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By Rick Ropelewski

It was the best of moves, it was the worst of …  actually both moves went remarkably well, they were just VERY different (and my apologies to Charles Dickens). Last month we officially became empty nesters after dropping off our daughter Molly in Washington D.C., and our son...

Boda Borg

by Tom Lally on
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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...

Ready for Your Second Career?

by Rick Ropelewski on

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...

Giving the Gift of Saving

by Nora Daniels on
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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...

My Quarter Life Crisis

by Rick Ropelewski on
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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...

8 Financial Tips For The Back To School Season

by Rick Ropelewski on

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...

Best of Luck Julia!!

by Rick Ropelewski on
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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...