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a fun, fabulous, financial newsletter
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Welcome to our new readers from the Nex-Gen mortgage trainees at radius financial group. Later this month I'll be speaking to the Plymouth Area Chamber of Commerce Women Mean Business group on June 25 at Plimoth Plantation. Maybe I'll see you there? Recently I finished reading a lovely book called Gifts From the Sea by Anne Morrow Lindbergh. Beautiful and thought provoking meditations of youth and age, love and marriage, solitude, peace, and contentment as told through the sea shells she finds while on a solitude vacation. Even though it was written 60 years ago her probings on the questions of balance and relationships in the world today are still relevant today. A timeless read!  Summer is a great time to slow down, read and explore. We will be doing some fishing, hiking, and picnics at Tanglewood for with some beautiful music. We will also be continuing to visit with our farm friends (this guy came to visit me on a recent walk.
How about you? We would enjoy hearing what you have planned for the summer. If we can be of assistance in anyway, just let us know. Cheers,
 p.s. Are you aware the average age of widowhood is 55? Author and Facebook executive, Sheryl Sandberg (45), recently lost her husband, Dave Goldberg (47) (CEO, SurveyMonkey), suddenly when he had an accident while exercising. She recently shared some very heartfelt and personal thoughts after sheloshim, a part of the Jewish mourning tradition. If you or someone you know has lost a spouse, you might want to take a read so you have a better understanding of what they are going through.
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From Bill's Corner...
Choosing a financial services professional Caveat emptor is Latin for "Let the buyer beware." The phrase arises from the fact that buyers often have less information than the seller, or more importantly, about the seller. When choosing a financial services professional, buyer beware! A local radio talk show host who is a financial services professional is finding himself in hot water these days. According to the lawsuit filed by the Secretary of State's Securities Division, the alleged persuaded investors to cash in their retirement accounts to invest in risky investments that supposedly carried no risk and promised up to a 12 percent return. The scheme netted the accused more than $600,000 in fees and commissions. According to the complaint, the radio host would "lure Massachusetts investors into meetings with the promise of investment advice, and pull a 'bait and switch,' offering guarantees and promises of safety on a product that offers neither." While innocent until proven guilty, these are serious allegations. Unfortunately, consumers often fall prey to celebrity personalities. Good financial services professionals provide valuable services and can be worth their weight in gold. If you are in the market for hiring a financial services professional, make sure you do your due diligence. Ask lots of questions. If at any point you get vague answers, proceed with caution or move along. Here are some key questions to ask any potential financial services professional. Read more...
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Time to Share. Create a Buzz.
 Free Summer Nights with Phil features the Plymouth Philharmonic Orchestra's principal musicians and small ensembles performing at the Laura Center for the Arts at the South Shore YMCA in Hanover. Performances will be on Wednesday nights, July 8, 15, 22 and 29. The lawn opens at 6:00 PM, the concert is from 6:30-7:30PM.
Pack a picnic, bring your blanket or chair, and meet us at the Laura's Center for an evening of live music, summer breezes and relaxation. All are welcome! Rain or shine (inside Laura's Center, if rain.)
Also, you can catch a free Fourth of July concert by the Phil on Pilgrim Memorial Park in Plymouth. Concert is at 7:30. Bring your chair or blanket and enjoy a fabulous concert that culminates with fireworks!
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5 home upgrades that are not worth it
Here are the most common upgrades that are not worth it to buyers.
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6 financial musts for new college grads
Nail these moves and you're on your way to financial success.
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6 perks a sparkling credit score will earn you
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How to fill out a W-4 formUnderstand the basics of this IRS form.
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5 great budget bourbons
June 14th was National Bourbon Day!
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26 secrets to save on travel
Follow our guide to "bagging" the best bargains on your next vacation.
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About us
We are authentic, thoughtful, straight-shooters who provide the sound, visionary stewardship that helps our clients protect their financial foundation while building their wealth. We are private and independent, which means we have the unique ability to build deep, meaningful relationships with our clients with no competing agendas. We are a legal fiduciary for our clients.  We have several decades of broad financial and business expertise that enables us to knowledgeably advise on a wide range of financial and business affairs and to help our clients navigate the sea of complexity with confidence. We are strong believers in the power of near-term, actionable planning and disciplined focus on forward-facing goals. We are at our best when we help our clients optimize their financial resources to realize their goals and dreams. |
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