Investors: Beware of Overconfidence in Rising Markets!
September 15, 2025
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As we navigate retirement, we need good advice for the long term from an expert like Ellen Duffy CFP™
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Category: Legal, Finances & More
How Do You Handle Market Fluctuations?
April 21, 2025
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Financial expert Ellen Duffy CFP™ on taking a measured approach to navigate highs and lows.
Good Financial News for Many Mass. Retirees
January 20, 2025
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The new Social Security Fairness Act repeals the GPO (government pension offset) and the WEP (windfall elimination provision).
Is Your “EX” Your Beneficiary?
August 20, 2024
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Are you sure your estate will be dispersed as you intended? Ellen Duffy CFP™ has important advice.
What Will Retirement Income Look Like for You?
May 22, 2024
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A must-read about finances for anyone nearing or at retirement age, from Ellen Duffy CFP™
Health, Wealth, Community–It’s All Connected!
April 1, 2024
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We welcome new Money & Finance Editor Ellen Duffy, CFP™ to the blog!
The New MA Estate Tax: What We Need to Know
January 16, 2024
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Robin Gorenberg, Esq. spells it out for us, in language we can understand.
The 3 Estate Documents Everyone Needs
September 20, 2022
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Award-winning lawyer Robin Gorenberg on why and how to be prepared.
Disability in Estate Planning: What You Need to Know
January 18, 2022
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Robin Gorenberg, Esq. on the 2 documents we all need.
Manage the Financial Aspects of Divorce
June 8, 2021
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Avoid putting your financial future at risk.