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Yvonne Franklin

Yvonne Franklin

Manager of P&L's for each business entity

781-772-2465

781-431-9777

Jackson O'Connell

Jackson O'Connell

College Intern - University of New Hampshire 2024

781-772-2468

781-431-9777

Jameson Carroll

Jameson Carroll

College Intern - University of Massachusetts 2022

781-772-2450

781-431-9777

Harrison "Harry" Kelley

Harrison "Harry" Kelley

College Intern - Bentley University 2023

781-772-2470

781-431-9777

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Helpful Content

Comparing Mortgage Terms

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

 

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

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