Teo Ferreira is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Wingate Wealth Advisors, Inc. in Lexington, MA and the surrounding communities.
As more Baby Boomers approach their Golden Years they are faced with a plethora of challenges. Especially for those with greater resources, the...
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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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It is believed that estate planning and deciding how your valued assets will be handled after you die is only for wealthy people with a large...
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Try to boost your retirement savings goal up to 20 percent or more of your income. Workers age 50 and over can invest extra dollars into their...
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It is no secret that college costs have been increasing faster than the rate of inflation for several decades. According to College Board’s “...
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Budgeting is one of the first great lessons of personal finance, yet relatively few people are taught the basics of creating one. Or if they’re...
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Sometimes life doesn’t go according to plan, and sometimes what we’ve set aside for retirement must be used earlier than expected due to a job...
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Do you have a stack of U.S. Savings Bonds stashed under your mattress or in a safe deposit box that you’ve been collecting since childhood? You...
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A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...
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Early key moves and decisions can make a difference between surviving financially until you're successfully employed again – perhaps even...
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