George Gagliardi is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Coromandel Wealth Strategies in Lexington, MA and the surrounding communities.
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The Financial Planning Association website has a very useful section called “Choosing a Planner,” which begins by stating:...
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Basic economics states that you may do one of four things with money: save it, spend it, invest it, and give it away. Americans have no trouble...
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Much has been written in this space and many others about the ins and outs and ups and downs of college planning. Information is available...
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Long before Bernard Madoff was arrested and charged with securities fraud, many Americans would often be invited to free-lunch seminars to...
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You may have joined—or are about to join—the ranks of the unemployed. Now what?Early key moves and decisions can make the difference between...
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I’ve written several blogs, both for the Financial Planning Association and others comparing financial services to the diet & health industry....
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As more and more of our ‘baby boomers’ come of age and near the time for applying for social security benefits, I thought it might be...
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I’m not a very sappy person, which is to say I don’t typically wear my emotions on my sleeve. But upon some recent reflection and experiences...
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It turns out that the “lost decade” of zero growth not only pertains to the stock market, but to personal income too. The U.S. Census Bureau...
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Many people plan their finances as if they’ll never be sick a day in their lives. Yet the cost of a serious illness is all it takes to...
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