Tip of the Month: Year-End Planning

Financial planning and check-ups on your goals can and should be done throughout the year. However, as you approach year-end, now is the time to get your financial house in order. Before you head into the New Year and create new financial goals and resolutions, we’d like to provide some tips to consider at year-end that may help springboard you into financial success in[...] Continue reading

Devices Come & Go…Here’s How to Dispose of Them Properly

Every fall, the long-awaited release of Apple’s newest product update arrives, marking just one of many frequent advancements in consumer technology. With such advancements, it can lead to many people switching to the newest smartphones, watches, tablets and more at record rates. These switches come with unique cybersecurity concerns - people do not give much thought[...] Continue reading

Making Moves: Financial Considerations for Retirement Relocation

Retirement is a time full of new choices and exciting change. One of the biggest changes we often see individuals and couples make is opting to move across state lines, or even abroad, where they can start fresh and enjoy their golden years in a new location. However, as with any move, retirement relocation does come with a unique set of considerations that pre-retirees[...] Continue reading

Inside the Fort: Picnic and cornhole tournament

With the last few days of summer slipping away, we took advantage of the warm weather and had an outdoor picnic and cornhole tournament. The event had all of the must-haves for a great summer party: tents, music, food and drinks. It was also a nice way to escape the construction in our office, which includes a larger kitchen, two additional conference rooms and eight[...] Continue reading

The Asteroid & the Portfolio Manager

Fidelity Investments has finally done it. The large Boston-based fund manager recently cut the management fees on two of their index-oriented stock mutual funds to zero—nada—NOTHING. Their arch rival Vanguard Group pioneered cheap, index-based investing in 1974. Forty-four years later, after decades of competitive innovation, fee-cutting and marketing hocus between[...] Continue reading