Plymouth Office

159 Samoset Street

Suite 7
Plymouth, MA 02360

Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Building Your Legacy

A four-step framework for building a personal legacy.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Comparing Mortgage Terms

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

Can I Refinance My Mortgage?

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

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Managing Your Lifestyle

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

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Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Coaches

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

Supporting Local Business In a Crisis

Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.

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