Twelve points Blog
Keeping it in the Family by Protecting Your Estate
An estate takes lifetimes to build but can be lost in the blink of an eye. Most of us don’t imagine assets that took decades to accumulate being drained in a few short years, but all too often this is exactly what happens
Inside Look: The Financial Planning Association’s Annual Conference
Recently, on a quintessential New England fall weekend, Boston welcomed over two thousand personal financial planners from all over the United States and nineteen countries. The Financial Planning Association’s annual conference, held at the Boston Convention and Exhibition Center
My Family’s History of Giving Back through Relay for Life
The American Cancer Society’s Relay for Life® was founded in 1985, and the Arlington, Mass. chapter began in 2000. Since then, it has become a huge part of the local community, which is where my partner Scott grew up, and where we are raising our two daughters
Making a Difference: Our Summer Food Drive for Open Table
The idea of “giving back” is foremost in our minds as temperatures lower, especially around holiday season, but what happens when summer comes around?
Alternatives “Did Their Job” in August
No other slogan defines Bill Belichick’s coaching philosophy better than “Do Your Job.” Every player on the team, from stars to bench players, has a defined and complementary role. When everyone executes their roles at the highest level, and Does Their Job, the team achieves ultimate success.
Francesca Federico Becomes a CDFA™ Designee
Co-founder and Principal Francesca Federico recently completed the requirements needed to become a Certified Divorce Financial Analyst® (CDFA™). This designation, issued by the Institute for Divorce Financial Analysts, indicates that an advisor
Categories
