Currently Browsing: Tag

Boston Globe

Paul Durso published by The Boston Globe’s Boston.com

Paul Durso’s recent column, entitled “The Importance of Beneficiary Designations” has been published by The Boston Globe. Below is a excerpt from his column: “Which is more important: having a…

Read More

Paul Durso published by The Boston Globe’s Boston.com – Insight Folios

How much do you love your kids? When is the last time you checked your named beneficiaries?

Read More

We’d love to hear from you!

If you have financial questions or want to schedule an appointment, you’re in the right place.

Simplicitree Plan

Generate your free Retirement Report

Simplicitree® Quick Plan.