617.209.2224

CLIENT PORTAL

James Bode

MANAGING PARTNER

    Why Financial Advisors Struggle with Succession Planning

    We know from experience in working with business owners that planning for succession is something that tends to be put on the back burner.

    Where Are You Building a Legacy?

    Given how frequently we talk about legacy with our clients, it makes sense for us to have a clear...

    Factoring Private School Funding Into Your Financial Equation?

    My wife Crista and I are in an interesting spot regarding the education of our children. We have...

    What Does Living Well Mean to You?

    When I think about “living well,” the first thing I notice is that for me, living well has very...

    Four Signs You May Be Getting Bad Financial Advice

    People often ask me what makes for a great financial advisor. Honestly, this question doesn’t even...

    Estate Planning: 6 Ways To Financially Prepare Before You Die

    If I knew today was my last day, what would my legacy be? This isn’t a comfortable question, but...
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