William Dion is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Tenere Wealth Advisors in Hyannis, MA and the surrounding communities.
Foiling I.D. theft is no longer just a matter of buying a document shredder and keeping track of your receipts — though it helps.I.D. theft...
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As diverse as the American population is, the vast majority of us, regardless of age or background, are united in our concern about saving...
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As we approach the Holiday Season, our thoughts of giving usually rise. Whether it be for family and friends or for those in need, or causes...
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Part IV: Property Ownership, Titling and BeneficiariesMost people have the misunderstanding that it's their will that dictates how property is...
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Many people mistakenly believe that once their divorce is finalized, their days of filling out paperwork and forms are over. The truth is you...
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First off, if this situation applies to you then let me say… “Congratulations!”You’re doing a great job of saving for your future, and it will...
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Taxes can eat away a significant portion of an investment's return. Yet at the same time, financial planners caution against allowing the "tax...
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If you spend a good portion of your day in a building like an office or a school, chances are good that you’ve participated in a fire drill....
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We talk a lot at the financial planning firm I work for about mutual accountability. In fact, it is part of our vision statement. What it means...
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Every January, millions of us begin the New Year with a very familiar set of resolutions: Lose weight, save money. Both goals are surprisingly...
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