Where Retirement and Perspective Intersect

You call that a “Financial Plan”?

June 20, 2018

Most news related to financial planning for the last few years has been exclusively focused on the Department of Labor’s push to force the fiduciary standard upon the industry. For now, this push has been stymied. Though the proposed regulations were far from perfect the DOL did have its heart in the right place. I’m of the belief that clients are best served in working with a fiduciary, someone legally required to advance their clients’ interests ahead of their own. Even if the fiduciary standard finds its footing in the mainstream, it probably doesn’t go far enough. The financial planning…

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New Hampshire… Property Tax’s… First Home/Last Home

June 5, 2018

Several years ago, in anticipation of expecting our first child, my wife and I began searching for the perfect new home. Being high school sweethearts, we wanted to raise our little one in Exeter, our old stomping grounds! We wanted something safe, affordable and close to downtown. But affordability can be a bit elusive; there’s more to consider than just the mortgage. Anticipated ancillaries should include utilities, insurance, cable, etc. But we weren’t really prepared for one of the largest additional expenses…property tax. We love New Hampshire. It has all the seasons: the summer is second to none, the beauty…

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