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®
Here are some Frequently Asked Questions I get for those thinking about their finances. Of course, there is more to financial planning and investment advisory services than these limits:
Q: What is the max I can contribute to my 401(k), 403(b), 457 plans in 2019?
A: The elective deferral amounts are $19,000 and if you are 50 years old or older you can defer an additional $6,000 for a total of $25,000. Even if you...
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:
Emergency...
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