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Investments

Investments

  • Should You Buy an Annuity? When the Answer Is Yes (and When It’s No)
    Should You Buy an Annuity? When the Answer Is Yes (and When It’s No)
    By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: October 31, 2024Categories: Fiduciary, Investments, Retirement
  • What Not to Do When Inheriting an IRA (Changes in Inherited Retirement Plan Rules)
    What Not to Do When Inheriting an IRA (Changes in Inherited Retirement Plan Rules)
    By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: October 25, 2024Categories: Estate Planning, Families, Investments, Retirement
  • An Overview of Common Tax Planning Strategies
    An Overview of Common Tax Planning Strategies
    By Evan MarquisPublished On: September 26, 2024Categories: Charity, Investments, Taxes, Working Professionals
  • Hazards of Payable on Death and Transfer on Death Account Registrations in Estate Planning
    Hazards of Payable on Death and Transfer on Death Account Registrations in Estate Planning
    By Kathryn K. Lund, CPA, CFP®, MSFP, MST, MBAPublished On: August 1, 2024Categories: Estate Planning, Families, Investments, Retirement, Working Professionals
  • Is the Stock Market Overvalued and Does it Matter?
    Is the Stock Market Overvalued and Does it Matter?
    By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: July 25, 2024Categories: Investments
  • Has the Allure of I Bonds Fizzled Out?
    Has the Allure of I Bonds Fizzled Out?
    By Jonathan C. Harrington, CFP®, MSFP, MSTPublished On: July 18, 2024Categories: Investments
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Bedford, NH 03110

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Stratham, NH 03885 

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Westford, MA 01886

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Peterborough, NH 03458

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  • Home
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  • Who We Serve
    • Retirement Planning
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  • About
    • Our Approach
    • Fee-Only
    • Your Team
    • Community
    • LGBTQ+ Friendly
  • Resources
    • Financial Planning (Right Capital)
    • Statements & Tax Documents (Fidelity)
    • Quarterly Reports (Orion)
    • Download Documents (Orion)
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    • Crunching Numbers
    • Form ADV 2A Disclosure
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  • Insights
    • Blog
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    • Events
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  • Careers
  • Contact Us
Locations

3 Executive Park Drive, Suite 200
Bedford, NH 03110

7B Emery Lane
Stratham, NH 03885

319 Littleton Rd., Suite 307
Westford, MA 01886

20 Depot Street, Suite 310-12
Peterborough, NH 03458

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