Jay Abolofia, PhD, CFP® is a fee-only, fiduciary & independent financial planner in Waltham, MA serving clients in Greater Boston, New England & throughout the country. Lyon Financial Planning provides advice-only comprehensive financial planning for a flat fee to help clients in all financial situations.
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How to Enhance Your Finances During a Pandemic
The impacts of COVID-19 extend well beyond your finances. That said, there are a variety of things you can do now to improve your current and future financial situation. Here is a list of ideas to consider, along with relevant resources.
How to Create an Effective Estate Plan
An estate plan is used to organize your personal and financial affairs in order to prepare for the future, including the unexpected. Having a sound estate plan is both a gift to your future self and your loved ones. This process is important for everyone, no matter the size of your estate.