Dec 28, 2021
Dec 21, 2021
This week, we are joined by 2021 FPA Heart of Financial Planning Award winner Laurie Dubchansky, CFP®. She's the owner and founder of Havaplan Financial, where she provides hourly and project-based financial planning services to help clients, regardless of their wealth accumulation needs. A career changer with a...
Dec 14, 2021
Dec 7, 2021
Author and retirement business consultant Marcia Mantell, RMA®, Boston Private Director of Financial Planning Kathleen Kenealy, CFP®, and FPA MA Director of Programming Andrew Cipro, CIMA®, join us to discuss the importance of Social Security knowledge in financial and retirement planning. We'll hear their thoughts...
Nov 30, 2021
In this episode, we're joined by Boston Private's Chief Investment Officer Shannon Saccocia, CFA®, CIMA®. She shares with us her observations on how the COVID-19 pandemic has affected consumers and her asset allocation, and the impact of digital experience and technology on consumer behavior and how we invest. We...