Featured Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

  • 401K Rollover & Distribution Report - Avoid the 7 common Rollover/Distribution mistakes that may cost you significant tax dollars. Call or email for a free report!
  • Advisory Services Information Center - Would you like to have access to the type of money managers typically reserved for investors with >$1M? Now you can! Click here, then use the username "EARN" and password "MONEY" to sign in and learn more.
  • Better Business Bureau, Inc - Information on the Better Business Bureau, of which we are a member, can be found here.
  • BusinessConnector.biz - Get connected now at BusinessConnector.biz, your on-line business-to-business resource for Cape Cod, the Islands, Plymouth County and the South Shore.
  • Cape Business Connect 2008 - Click here to learn more about Business Connect 2008 on 10/16/08
  • Cape Business Magazine - Click here to read the latest news from one of our business partners, Cape Business magazine. Sign up for weekly e-newsletters there, too, to stay on top of business, real estate and demographic trends on Cape Cod!
  • Ed Slott's IRA Web Page - If you want to visit a site about IRA and retirement plans, this is an excellent site. Please feel free to enter my name and see that I am one of his expert IRA Advisors. I am also on schedule to continue my education with him and become a part of his elite advisors group.
  • Estate Planning & Elder Law Attorney Charlie Case - Website for Attorney Charlie Case
  • Estate Planning & Elder Law Attorney Michael T. Lahti - Website for Attorney Michael T. Lahti
  • FINRA Broker Check - Here is a good way to check on your broker or finanacial advisor to determine if there are past or current disciplinary problems
  • Harry Dent's Web Page - Harry Dent is a international author who measures movements of the stock market based on demographics.
  • Home Instead Senior Care - Non-medical companionship and home care services.
  • Home Staff-Massachusetts Health Care Services Inc - When highly-skilled and professional staff is needed to provide clients with compassionate and quality in home care.
  • Income For Life - Click here to watch a video about one way to plan so you won't run out of retirement savings...
  • ING Secure Index Opportunities Plus - Watch a video about ING's latest Index Annuity. PLEASE NOTE that the 9M file will have to be "RUN" which downloads it to your computer.
  • Int. Assoc. of Registered Financial Consultants - This is the website which describes in detail the meaning of a Registered Financial Consultant
  • Life Insurance Audit - Do you have an older life insurance policy? Click on this link to learn more about reviewing it at no cost to you!
  • Long Term Care Insurance - Learn more about Long Term Care, and how you can protect your assets.
  • Mutual Funds Mistakes - Go to this link to order your copy of this informative report
  • Safe Money - An excellent educational website that discusses concepts about where to put your money
  • The 40/70 Rule - This site helps bridge the communication gap between adult children and their senior loved ones.

Because the content of newsgroups and websites changes constantly, it is impossible for us to review it all. Our Agency cannot be responsible for the content of any of the above links.