Originally from Kansas City, MO, Jeanne now lives in Reading, MA with her husband. She has two grown sons (which explains her extensive...
Having grown up in the New York State’s Hudson Valley, he now lives in Marblehead, Massachusetts with Kristen Nyberg and their...
Originally from the Monadnock region of NH, Mandy now lives in Stoneham, MA with her husband and two young daughters.
Mandy studied...
by Philip Lee, CFP®
Travel Insurance: Do I need it?
I enjoy traveling as do many of our clients. While we may tend to focus on the travel costs, plans – where to go, what to see and who to visit we often do not think about financial issues such as insurance. The two most common travel related insurance matters are
1) Emergency medical evacuation/foreign healthcare and
2) Renting vehicles abroad.
...
by Philip Lee, CFP®
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College Transitions
By Philip Lee, CFP®
Julia, our daughter, started classes this week at Champlain College. Wow, does time fly by so I'm re-sharing my post -- these critical documents for the college bound is truly top of mind. She is 18-years old "on her own" as a freshman and these are critical documents to have "just in case". Some of these documents apply to non-students too!
Students may be worried about making new friends, studying,...
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