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Managing your money and making a solid financial plan isn't easy. Our team consistently publishes new articles to help you along your financial journey.

The Importance of Incorporating Your Retirement Accounts in Your Estate Plan

You know you need to do some estate planning to properly protect yourself, your assets, and your loved ones. But is your plan complete, or did you leave a few key assets out of those documents by mistake? Most people are unaware that retirement accounts are an important estate plan component. Fewer still understand the…

4 Steps to Buying Your First Home

Buying your first home is a big step. It’s probably one of the biggest assets you’ll ever purchase, and one of the largest debts you’ll ever carry. Yes, there is a lot of paperwork. Yes, there are a lot of details to work out during the home-buying process. But it doesn’t have to be overwhelming….

Low Average Retirement Savings By Age: What To Do About It

If you look at the average retirement savings by age, you might find them alarming. You may even come to the conclusion that Americans are facing a pretty dire situation. Just take a look at the median retirement savings of families by age, reported by CNBC: 44 to 49: $6,200 50 to 55: $8,000 56 to…

How Oracles Make Smart Contracts Work

“Oracle” has long described a person through whom a deity speaks, or a person known for giving wise or authoritative decisions or opinions. In the cryptoverse, oracles are code connecting a blockchain with the real world. They provide the data that smart contracts need in order to execute successfully.  Oracles are, ironically, an intermediary in…

4 Things to do to Ease Your Financial Worries

We all have them: financial worries that keep us up at night and leave us feeling uneasy about whether we’ll have enough money to do what we want. The things you might worry about most are the things that feel out of your control. Maybe you feel concerned about your job security, or you wish…

7 Tech Tips & Tools To Improve Your Life

Smartphones, 4G networks, and widely available wifi have put almost the entirety of human knowledge in our pockets. With all of this technology available at your fingertips, there are so many ways to utilize it within your daily life to make things easier. Here are a few quick tech tips to help you improve your…

How Web 3.0 & Blockchain Will Disrupt the Disruptors

Remember when companies like Google, Amazon, eBay, and Facebook were huge disruptors in their industries? They upended their competitors in online search, book sales, reselling, and social networking. Now, these Web 1.0 and Web 2.0 companies are on the verge of being disrupted themselves by the emergence of Web 3.0. The Evolution of the Web Web…

How to identify potentially fraudulent ICOs

The cryptocurrency market in its current state is mouthwatering to investors — and to scammers. Like a box of brownie mix, it promises fast returns with little effort. So many people think they could be the next to strike it rich that investors poured more than $6.3 billion into initial coin offerings (ICOs) in just…

Eric C. Jansen, ChFC

Fun Facts About Me

When he is not researching the next great stock to add to client portfolios, you can find him travelling frequently with his family to Jackson Hole Wyoming.

Jay Willwerth, ChFC

Fun Facts About Me

Jay’s days are spent helping clients achieve their financial goals, followed by nights and weekends typically watching his daughters play competitive volleyball.

Steven C. Johnson, ChFC

Fun Facts About Me

Steve would tell you that one of the best parts of the day is spent talking to clients and relationships that result from it. When away from the office, he loves to travel the back roads of New England enjoying all the great sites that can be found off the beaten path.

Frederick M. Lane, ChFC, CASL

Fun Facts About Me

When not managing client portfolios, Fred can be found relaxing with family and friends.

Catherine Utley

Fun Facts About Me

Catherine M. Gareri

Fun Facts About Me

When not caring for her clients Cathy enjoys relaxing in her yard at home.

Katie E. Moore, CLTC

Fun Facts About Me

When Katie is not busy taking care of her clients, she spends her time being a mom to her two little ones, Owen and Isla.

Herbert Kyles

Fun Facts About Me

When Herbert isn't reviewing your portfolio or assisting you with your financial well-being you can probably find him relaxing with friends.

Hesper Duval

Fun Facts About Me

Loves spending time with 2 daughters and enjoys participating in 5k obstacle races throughout the year.

Donna Fournier

Fun Facts About Me

When not cheering for the Patriots Donna spends her free time travelling throughout the U.S. looking for new haunted places to explore. She loves wearing her cowboy hat and boots when travelling out west.

Anne Hawkins

Fun Facts About Me

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