Tag: North Andover

Children

Where to Best Save for College

The attraction of 529 college savings programs is that they provide for investment earnings to grow on a tax-deferred basis, making them a tax-savvy choice compared to other options.

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Halloween planning tips from North Andover Financial Planner
Children

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 creative and try a new

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General Planning

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 life and own blog! https://doingthingsdifferent.net/saving-money-think-s-m-a-r-t/ 

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hindsight in North Andover Real Estate
General Planning

Hindsight on Real Estate

My husband and I have had the fortune (or maybe misfortune?) of being involved in a number of personal real estate transactions. From inherited, residential,

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Elder Care Planning

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 family’s immediate reaction is that

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Words related to Long Term Care
General Planning

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 is even indicating that the

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