Max Gordon serves as a Client Relationship Coordinator at our prestigious Boston offices, playing a pivotal role in the seamless operation of our advisory team. With a focus on providing […]

On this segment of Better Money Boston, David Shapiro talks about the pros and cons of Mutual Funds.

Social Security is a subject that always prompts client questions, especially this one: What’s the “right” age to file for Social Security? Am I better off collecting Social Security at […]

Sometimes we make decisions that just don’t add up. It happens all the time in the financial world as well, and it leaves us scratching our heads. Today we’ll look at some examples of things we see in financial planning that don’t make sense and tell you what options you should be considering instead.

Many people want to relocate to somewhere warm when they retire, but here are some things to consider first. Joel Johnson, CFP® talks about relocating in retirement.

It’s time to open up the mailbag again and answer the questions that have been sent to the show recently. We’ll be talking about RMDs, investing in company stock, using robo-advisors, and how to know if you have enough money to retire.

April 15 is right around the corner, and if you haven’t made your IRA contribution for the 2020 tax year, it’s time to write that check. If your go-to account […]

Certain life events impact you more than others, and the same can be said when it comes to your finances. When these things happen, it pushes you to react with much more urgency with your retirement planning. Let’s talk about which specific events require your immediate attention and why it’s important to evaluate your plan.

For more than a decade, our team has been using a proprietary process we call the Money Map to help clients identify and overcome the financial obstacles that are preventing them from reaching their retirement goals. If you’ve ever thought about taking advantage of this complimentary review we offer everyone, check out this episode as Joel explains each step of the process and how you can utilize it to secure your financial future.

Whether you’ve listened to Joel on television or on this podcast, you’ve probably heard him mention The Money Map quite a bit. So what exactly is it? In this episode, we’ll explain the purpose of the book, what topics it covers, and some of the areas you’ll benefit from. Plus, we’ll take a couple of mailbag questions before we go.