Our Publications

Our Publications

We send newsletters to our clients, colleagues, and interested parties each calendar quarter. Our newsletters provide us with the opportunity to share our current views on the financial markets as well as timely opinions on various wealth management topics.

Articles

 

Life Insurance–Too Little or Too Much?

Julia Butler Chief Operating & Compliance Officer and Director of 401(k) Advisory & Financial Planning Services
Life insurance is a risk management tool for both personal and business risks. In the event of the premature death of an income earner or parent, life insurance can provide tax-free cash to cover immediate expenses as well as ongoing financial support for the family.

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Major Life Events

Brendan Flaherty Director of Operations
Being the helpless romantic and nerd that I am, I proposed to Lauren on Tax Day 2017. We grew up an hour apart in New Hampshire. We both attended UNH and met through mutual friends. When we graduated, Lauren pursued her career in nursing while I joined a startup fintech company. Since then, we’ve traveled together internationally (Costa Rica and Dominican Republic) and throughout the U.S., including a snowboarding trip in the Rocky Mountains.

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