How to find the right volunteer opportunity in retirement

by U.S. Wealth Management of Boston on

By Alessandra Malito, Reporter

Charitable work can be done at any age or stage in life — but finding the right opportunity can fuel a person’s purpose in retirement.

Sometimes, investing your time in a charity can turn into a second career, as was the case for Shirley Acevedo Buontempo, 56...

Winter BluesYou

by Thomas Lally on
Categories

We are fast approaching my least favorite month of the year: March.  It might have March Madness – my second favorite sporting event of the year, after the Super Bowl – and what is technically the first day of spring, but that isn’t nearly enough to save it from last place.  I know it’s usually a...

Taking Out Student Loans? Do It Right With These 8 Tips

by U.S. Wealth Management of Boston on

Considering that the average student loan borrower graduates with more than $26,000 in debt, you need a strategy to keep your loan debt from ballooning out of control. After all, student loan debt could affect your or your child’s quality of life after graduation. “Every dollar for student loans is...

CATS

by Julia Crane on

No I didn’t buy a cat, but I recently went to see the off-Broadway musical.

My youngest brother, Paul, has found a new love for theatre. The middle school he attends has a drama program where he has the opportunity to perform in various shows with both middle and high school students. He is...

Stop Being So Darn Nice

by Rick Ropelewski on

I hope everyone had a wonderful holiday season!  For part of the holidays we visited my sister in Paducah Kentucky.  For those of you not up on your Midwest geography Kentucky is a very wide state from east to west.  Paducah, at the far western edge is only two hours from St. Louis and five hours...

Football FinanceYou

by U.S. Wealth Management of Boston on

What can football teach us about personal finance?  As it turns out quite a bit.  With the Patriots season over sooner than it has been in 10 years – and I know few outside New England are particularly bothered by that – I’ve had a little more time on my hands to muse over the deeper lessons of...

Okay, that wasn’t fun

by Rick Ropelewski on
Categories

By Rick Ropelewski

Thank you to everyone for all of the notes and guidance as we packed our daughter off for college a few weeks ago.  The suggestions and insights were very helpful; particularly the part about saying good bye.

As a fund raiser for the Georgetown crew team you could drop off boxes...

Edinburgh

by Rick Ropelewski on
Categories

By Tom Lally

After a few fabulous days in London, it was time to travel to Edinburgh.  Although you’d only be in the air for about an hour, flying comes with all of the hassles of airport travel.  So instead I opted for the 5 hour train ride, which went by very quickly as I was watching the...

London

by Rick Ropelewski on
Categories

By Tom Lally

If you called or emailed toward the end of June, got my out of office message, and wondered where I was, well now you’re in luck!  I spent 9 days in the United Kingdom visiting London and Edinburgh.  Despite its wet reputation there was almost no rain – the same thing happened when I...

A Final Update

by Rick Ropelewski on
Categories

By Rick Ropelewski

First of all a huge thank you for everyone’s words of encouragement and support during our daughter Molly’s senior year of high school and her college search.  I realize there are countless people with far more significant challenges than applying to college, but in our insular...

June Showers

by Rick Ropelewski on
Categories

By Tom Lally

We all know that April showers bring May flowers.  And, if you like corny jokes, May flowers bring Pilgrims.  But what do June showers bring?  For me it brought a celebration of the upcoming nuptials of two of my dearest friends.  This was the first wedding shower I’d ever attended and...

Introducing E-signature

by Rick Ropelewski on

By Julia Crane, Financial Planner Assistant

With the goal of making life easier for our clients and improving our processes we are implementing an electronic format for signing some documents; DocuSign E-signature gives us and you the capability to sign documents on either your computer or mobile...