As a divorce financial planner, Chris Chen helps individuals and couples go through the process of divorce, together with their mediators and lawyers. This class represents some of what they […]
You’ve worked hard for years. But is you money growing at the right rate?: Have you saved enough to take into account the effects of inflation on your lifestyle, our […]
This half-day workshop on taking the next step toward untying the knot will cover the legal, financial, family and personal issues that are often encountered during the divorce process. Trained […]
Chris will participate in a panel of mediators and financial planners to discuss how mediators and financial planners can work together for the best interest of clients. The panel will be […]
Although becoming less numerous, divorce practitioners continue to have a number of clients where one or both parties have defined benefit pensions. Like social security, pensions provide a stream of […]
Wealth strategist Jim Wood from Insight Financial Strategists LLC will present money management considerations for your pre-retirement “accumulation period” and your post retirement “distribution period.” Call 781-698-4840 to register.
You’ve worked hard for years. But is your money growing at the right rate? Have you saved enough to take into account the effects of inflation on your lifestyle, our […]
Wealth strategist Jim Wood from Insight Financial Strategists LLC will present money management considerations for your pre-retirement “accumulation period” and your post retirement “distribution period.” Call (781) 275-6825 to register.
This half-day workshop on taking the next step toward untying the knot will cover the legal, financial, family and personal issues that are often encountered during the divorce process. Trained professionals will provide you with knowledge and information you need to know to empower you through the divorce process with confidence and peace of mind. […]
In the last few years investors both large and small have shown great interest in supporting socially impactful business that also exhibit sustainable financial performance. Many investors have added a series of environmental, societal and governance (ESG) criteria to the more traditional way they select investments. Often the goal is achieving a double bottom line–doing […]