by Ariel Dangelo | Oct 6, 2023 | Uncategorized
Marriage is a wonderful union of two individuals who come together to share their lives, dreams, and even finances. But when you combine two different personalities, financial habits, and lifestyles, managing your finances can quickly become a challenge. It’s...
by Ariel Dangelo | Oct 6, 2023 | Uncategorized
The holidays are over and we have rung in the New Year. Now it’s time to get back into the swing of life and think about what resolutions that we want to make for ourselves in the New Year. The problem here is that most people that make their New Year’s resolutions...
by Ariel Dangelo | Oct 6, 2023 | Uncategorized
The Great Wealth Transfer is one of the largest transfers of wealth to happen in our history. Market research from Cerulli 1 and Associates estimates that $84 trillion in assets will be inherited around 2043 with $72.6 trillion going to heirs and $11.9 trillion to...
by Ariel Dangelo | Oct 6, 2023 | Uncategorized
Three years ago, I bounded into our Walpole home grinning ear to ear and started yelling for my husband, “Michael! Michael!”. He popped his head around the corner already smiling knowing that I had good news to share. I told him that I was offered a Vice President...
by Ariel Dangelo | Oct 6, 2023 | Uncategorized
In November of 2020, I was looking up at the sky asking myself if I had any regrets in life and after taking a few minutes to go through a chronological sweep of memories, I thankfully didn’t come up with any. At this point, I had been lying on the ground for at least...
by Ariel Dangelo | Oct 6, 2023 | Uncategorized
Sending your kids off to college can be one of the most daunting transitions for parents. Beyond making sure that they are prepared for all that college life will throw at them, there is the whole task of having to foot the bill. The first strategy is that you try to...
