How can I plan for college tuition?What does asset allocation mean?What are the key pieces to a retirement plan?Who should consider a personal umbrella policy?What is a recreational vehicle?
You can open a fund specific for college funding which allows you to set aside funds for future use in paying educational expenses. The money is usually invested in mutual funds and grows on a tax free basis.Read more
Asset allocation is a term used to refer to how an investor distributes his or her investments among various vehicles (stocks, bonds, mutual funds).Read more
The first piece is to finding the person you are comfortable with who can help you develop your financial strategies and determine what is appropriate for you given factors such as your age, and appetite for risk. You then need to look at several key parts of your plan to protect your life, your investments,…Read more
Anyone with substantial assets Anyone with high income, either now or anticipated in the future Public office holders (Selectman, Mayor, City Councilor, State Rep…) People with a "high" profile in the community People with a visible occupation (attorneys, doctors, accountants…) People with a high position at their place of work (President, CEO, CFO…) Normal family…Read more
Watercraft: Boats, Jet Skis, Hovercraft Snowmobiles Motorcycles (both on and off road) ATV's Campers and RV'sRead more