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. […]

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 at the annual meeting of the Association of Divorce Financial Planners in Chicago.

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 income to the beneficiary with no specific value as opposed to most other financial accounts.  Hence divorce lawyers, mediators and judges tend to divide the […]

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 increased longevity, the uncertainties of the economy and financial markets, and taxes? Jim Wood addresses these questions and more.

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 […]

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. […]