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Franklin, MA 02038

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(508) 520-6755

 

Money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

 
 
The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Making a Charitable Gift

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

 

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

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Saving for College 101

Here's a crash course on saving for college.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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