Ashley Ott is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Vantage Point Financial in Needham, MA and the surrounding communities.
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Last night during strength training class, our leader, Lori, wanted us to know that she would whip us into shape. “No breaks,” she said. “I can...
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One of the first lessons of financial planning is that you shouldn’t base your retirement future on the prospects for the Social Security...
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From Main Street to Wall Street, people are desperately looking for Easy Street. The troubling state of affairs is infusing fear into America’s...
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Collect Financial & Estate DocumentsGather your income tax returns, a list of assets and liabilities, retirement and investment accounts, stock...
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A recent study released by Mutual of Omaha quotes the following statistics regarding Long Term…75% of people over age 65 eventually need long...
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"Having your cake and eating it too" is usually beyond what we can deliver in wealth management. That has been especially true when making...
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I’ve been thinking a lot recently about financial planning.Now, you’re probably thinking something along the lines of, "As a financial advisor,...
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Making sensible financial planning decisions after the loss of a family member or personal friend can be quite a challenge.If designated to...
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Your credit affects many areas of your life. For example, your credit worthiness will affect your ability to purchase goods and services on...
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Talking about a parent's finances needs to happen long before the elder is ill or incapacitated. In fact, the best situation is when the older...
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