What’s on our minds? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. We love all the new financial planning and investment technology tools and keeping adding them to our "tool box." In this blog, we'll be introducing them to you so you know what is available to help you plan your secure future. So keep checking in. We’re glad to have you reading along.
Debbie Heffernan Gallant, CFP®, ChFC®, RLP® |
Sunday, November 12, 2023
As a Certified Financial Planner and owner of a B Corporation, I am always looking for books to share with my clients to help them on their journey of aligning their money with their values. In her excellent book, "Activate Your Money...
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Debbie Heffernan Gallant, CFP®, ChFC®, RLP® |
Sunday, November 12, 2023
We are fans of the work that Iroquois Valley Farms does for investing in funding farmers starting and running organic farms. If you are interested in valued-based investing, then you might find their programs to be appealing to you....
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Irina Gabidullina, CFP®, APMA® , WMCP® |
Wednesday, September 20, 2023
We hope you set up your online access to your Schwab accounts. Here is a guide. Reach out if your link has expired or if you need any other help. Suppose you won’t set up access within 90 days of the transition or by November 29,...
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Debbie Heffernan Gallant, CFP®, ChFC®, RLP® |
Friday, September 15, 2023
Open Enrollment for Medicare begins next month, October 15. This is the opportunity to shop for and change Medicare Advantage plans, as well as Medigap and Medicare Part D plans. If you’re in the market for a new plan, here are...
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Debbie Heffernan Gallant, CFP®, ChFC®, RLP® |
Friday, September 15, 2023
Medicare premiums projected to change in 2024.
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