Blog

03
Feb 2016

Time Saving Tax Preparation Tips

By Maureen Whelan | With (Disabled) Comments

It’s that time of year when you need to check your mail carefully for those IMPORTANT TAX DOCUMENTs.   . . .read more

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06
Jan 2016

Downton Abbey & Financial Planning

By Maureen Whelan | With 0 Comments

I’m a fan of Downton Abbey.  I eagerly awaited the season premier on Sunday evening.  I love the ladies’ fashions and the Dowager Countess’ (Maggie Smith’s) caustic remarks.  I also enjoy seeing the impact of historical events on individual lives.  . . .read more

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01
Jan 2016

Resolutions, a new calendar, predictions......

By Maureen Whelan | With (Disabled) Comments

I confess to being one of the masses hoping that the turning of a page on a calendar will inspire me to adopt a new habits and behaviors that will result a healthier body, a more organized everything, a frequently updated blog, and ultimately – a happier existence.   . . .read more

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01
Oct 2015

Wow

By Maureen Whelan | With (Disabled) Comments

I had an interesting experience today. . . .read more

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09
Sep 2015

An informal note to clients (you can read it too)

By Maureen Whelan | With 0 Comments

An informal note… . . .read more

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24
Aug 2015

Oh my.......

By Maureen Whelan | With 0 Comments

Oh my….. . . .read more

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27
Jul 2015

The Value of Fee Only Financial Advice

By Maureen Whelan | With 0 Comments

I recently worked with a couple where the true value in my approach to financial planning was apparent. . . .read more

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01
Jul 2015

Trust – who to trust? I struggle with this question – often.

By Maureen Whelan | With 0 Comments

If you’re like me, you probably do a lot of shopping, browsing and buying over the Internet. And also like me, you might often suspect that all these web pages and pop-ups are trying to manipulate you into buying something you don’t really need. And when you do some research, you’re never sure if those wonderful reviews you’re reading are true, or if they’re just another marketing ploy. So, the slick, flashy, in-your-face salesmen of 20 years ago have been replaced by equally flashy  - and equally questionable – buyer’s guides and review sites and lots of other things that try to lull you into believing everything you read. . . .read more

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