Broker Check

556 Main Street
Worcester, MA 01608

508-797-9293

 
Investments Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.

<a id="bbblink" class="ruhzbul" href="http://www.bbb.org/central-western-massachusetts/business-reviews/retirement-planning-service/retirementadvisersnet-in-worcester-ma-317696#bbbseal" title="RetirementAdvisers.net, Retirement Planning Service, Worcester, MA" style="display: block;position: relative;overflow: hidden; width: 200px; height: 90px; margin: 0px; padding: 0px;"><img style="padding: 0px; border: none;" id="bbblinkimg" src="http://seal-central-westernma.bbb.org/logo/ruhzbul/retirementadvisersnet-317696.png" width="400" height="90" alt="RetirementAdvisers.net, Retirement Planning Service, Worcester, MA" /></a><script type="text/javascript">var bbbprotocol = ( ("https:" == document.location.protocol) ? "https://" : "http://" ); document.write(unescape("%3Cscript src='" + bbbprotocol + 'seal-central-westernma.bbb.org' + unescape('%2Flogo%2Fretirementadvisersnet-317696.js') + "' type='text/javascript'%3E%3C/script%3E"));</script>

Helpful Content

Bitcoin 101

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

 

When Life Insurance Becomes Taxable

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

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

View all articles arrow

Self-Employed Retirement Plans

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

Can I Refinance My Mortgage?

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

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Comparing Mortgage Terms

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

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

View all calculators arrow

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.

An Inside Look at Retirement Living

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

5 Smart Investing Principles

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, infiltrating the world of bonds.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

View all videos arrow