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    Term Life vs Whole Life Insurance

    By Michael ShanahanFinancial Planning

    We buy insurance protecting ourselves against loss. We may not lose our cars and homes yet we protect them nonetheless. Let’s face it – life insurance comes with a certainty…

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    October 16, 2017

    Estate Planning: Digital Assets

    By Michael ShanahanUncategorized

      It’s OK to admit it: estate planning isn’t the most exciting thing on your list to get to.  Planning your estate may make you think of paperwork, your grandmother’s…

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    October 2, 2017

    Get Organized! 7 Ways to Separate Personal & Business Finances

    By Michael ShanahanBusiness & Entrepreneurship

    It’s often difficult for small business owners to separate their personal and business accounts. There are many perfectly understandable reasons to have mixed the two.  In fact, it happens all…

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    September 19, 2017

    Building a Business You Can Sell

    By Michael ShanahanBusiness & Entrepreneurship, Financial Planning

    It is no secret that most small business owners go into business to make money.  It is also no secret that most new businesses fail within the first year and…

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    August 31, 2017

    3 Steps to Surviving a Job Transition

    By Michael ShanahanFinancial Planning

      Surviving a job transition can be challenging, whether you know it’s coming or not.  Caught off-guard, a job transition could knock you off your feet but with preparation, job…

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    August 11, 2017

    2017 Market Outlook

    By Michael ShanahanFinancial Planning
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    March 7, 2017

    2016 Q1 Review

    By Michael ShanahanFinancial Planning
    Loading... Taking too long? Reload document | Open in new tab Download This [137.65 KB]
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    April 9, 2016

    Stock Market Picture with Rate Increase Imminent


    By Michael ShanahanFinancial Planning

    Following the recession in 2008, the Fed has kept interest rates at around zero percent while aiming to reignite a stagnant economy.  While it showed some positive signs, the Fed…

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    July 28, 2015

    LPL Financial Research – Midyear Outlook 2015

    By Michael ShanahanFinancial Planning
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    July 6, 2015

    Spring 2015 Financial Outlook

    By Michael ShanahanFinancial Planning

    Spring update to our 2015 outlook on the stock market, bond market, and economy.

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    May 9, 2015
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