Time’s Up! Paying for College
Lately, I've had a number of clients and prospects ask how to pay for college. Not in the future -…
Halloween Tips from a CFP® (Post-COVID)!
Read how COVID factors into Halloween along with financial savvy tips.
Quentara Costa at Caffe Nero in North Andover.
Three Considerations When Moving to Assisted Living
POWWOW, LLC was recently featured by Linda Lecomte, REALTOR® in her new Andover-area inspired website and newsletter Shop Dine the Andovers.
Halloween Tips from a CFP®!
Halloween is my favorite time of year because it offers certain qualities other holidays lack: It's an opportunity to be…
Vets, Don’t Miss Out on “Hidden Benefits”
As a veteran you may feel like you're participating in an Easter egg hunt to find all your benefits. This…
Think S.M.A.R.T
A fellow blogger liked my approach to personal finance by making S.M.A.R.T goals. Read how she implemented this into her…
The 2020-21 FAFSA is now available
The deadline for the 2019-2020 FAFSA is midnight, June 30, 2020. The earlier you file, the more grant money you are…
Hindsight on Real Estate
My husband and I have had the fortune (or maybe misfortune?) of being involved in a number of personal real…
Can you afford the elder care?
Can I Afford Elder Care?
As a Certified Financial Planner™ specializing in elder care I am asked this question daily. Unfortunately, all too often the…
What to know before taking out a Home Equity Line of Credit
It's important to understand the fine print of your home equity line of credit (HELOC). Make sure not to get…
Where to put your kid’s cash gifts
Question: What are my options for cash or checks given to my child?Piggy Bank: Some people enjoy the visual appeal of…
Long Term Care Insurance
Is it worth considering? Age 50-60 has traditionally been the sweet spot for reviewing long-term care insurance options. New research…
Chart of emotions related to wealth
How would you feel if you could retire now?
Successful planning boils down to two key factors: Working with accurate information Managing behavior It probably comes at no surprise…
The importance and opportunity within elder care planning
I'm thrilled to share an article highlighting the reasons for my commitment to help seniors and their family. "As a…
