Selecting A Retirement Community

A few years ago, my retired partner, John MacIntyre, wrote a series of articles for our newsletter about selecting a…

Do You Really Need an Estate Plan?

As financial planners, one of the most difficult tasks we have is persuading people to do estate planning.  Many assume…

My Next Chapter

After two years of work, Mary Donahue and I finished writing our second book together.  “Your Next Chapter: A Woman’s…