Behavior more telling than financial Literacy. An educated client is the best client. That’s according to Philip Smelser, a financial advisor and president of Financial Education and Achievement.

In a recent essay for “Time Magazine” penned by billionaire Warren Buffet entitled, “The Optimists,” he states: “In the years of growth that certainly lie ahead, I have no doubt that America can

Only 19 percent of those surveyed by Mintel in 2017 rated themselves as confident about their financial literacy. Many of the rest are confused by all the conflicting “advice” out there, especially

Financial planning: There’s an app for that. That’s a bit snarky, but in reality, it is what most financial planners are thinking when the topic of online financial tools is mentioned.

The décor in the conference room at New England Private Wealth Advisors (NEPWA) is very personal in nature. There are photos featuring each of the families of the 17 people that work there.

With new policies and uncertainty over tax reform on the horizon under the new Trump administration, the next few months are a great time for people to review and possibly revise their current

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