Happy New Year! In 2017, I am looking forward to helping my clients make wise decisions about their money.Focusing the light of knowledge on the financial pieces of the puzzle that are known and on those that are not known is my goal. Many people came into my office last year who were “in the … Read More about Pam’s January 2017 Financial Planning Newsletter
LPL Financial Outlook 2017: Executive Summary
Read and download LPL’s Outlook 2017 Executive Summary here. LPL Outlook 2017 Executive Summary
Pam’s September 2016 Financial Planning Newsletter
Happy September! It’s countdown time to the wedding! Dave Proulx and I are getting married on October 22nd ! Yay! Since I am both a CFP® and a Certified Divorce Financial Analyst™, you can imagine the conversations that have been going on about money between us! Yes, we have done a pre-nuptial agreement, and yes, … Read More about Pam’s September 2016 Financial Planning Newsletter
Pam’s June 2016 Financial Planning Newsletter
Planning ahead financially is key for a retirement that meets our needs and wants. Being active in our 60s & 70s can be fun if our health & attitude are good and money is available. Things can change quickly in the 80s. From my recent experience with my mom, I realize that a key part … Read More about Pam’s June 2016 Financial Planning Newsletter
Pam’s May 2016 Financial Planning Newsletter
I hope this newsletter finds you well, relieved that once again tax time came and hopefully went without too many surprises, and looking forward to summer! Each of us has a financial picture, some of which is common to our friends and family, but we always have our unique goals, timeframes, and concerns. This is … Read More about Pam’s May 2016 Financial Planning Newsletter
- « Previous Page
- 1
- …
- 39
- 40
- 41
- 42
- 43
- …
- 48
- Next Page »
