Twelve points Blog

Caring for Families: Volunteering at Hope Lodge
At Twelve Points, we consider ourselves extremely lucky to be working with such a wonderful group of people — and that not only includes our co-workers, but also our clients. Three of our core values, based on the Scout Law, are to be kind, friendly and helpful

Women CEOs of Boston Event Video Up Now!
According to The Boston Club’s 2014 census, less than 12% of the executive officers in the top 100 public companies in Massachusetts are women. While there has been a very slight upward trend, the annual census results show that it has only increased by 2.6% since 2003
My Journey to Twelve Points and the Value of Scouting
When I thought about my first career after graduate school, I often pictured working at a large broker-dealer. And, to be honest, I didn’t really like that thought. I wasn’t a fan of getting paid commissions based on which funds I recommended to my clients

What You Need to Know About Estate Planning
Twelve Points recently celebrated National Estate Planning Week (October 19-25) by sharing five tips on social media. Many people assume that estate planning only applies to the very wealthy, but that is actually not the case.

Finding the Best Way to Pay for Dental Care
Going to the dentist for a yearly checkup increases the chance of having healthy, strong teeth and gums. Equally important, poor dental health has been increasingly linked to a number of diseases, such as diabetes and heart disease

Experiencing Life: The True Meaning of Wealth
When it comes to money, I’m of a mind that it’s better to spend it on experiences that I will carry with me for a lifetime rather than possessions. My family recently spent an amazing vacation exploring 5 national parks in 9 days (with a 6 year old and a 3 year old!).