Kevin Reardon
Celebrating Shakespeare’s 25th Anniversary
Celebrating Shakespeare’s 25th Anniversary Written By: Kevin Reardon, CFP® It’s with great pride we announce Shakespeare’s 25th anniversary of working with our clients and their families. We are thankful for your…
Read MoreWhat Wealthy Families Get Wrong About Financial Advisors
What Wealthy Families Get Wrong About Financial Advisors Written By: Kevin Reardon, CFP® We have had hundreds of conversations with wealthy families over the years, some who have hired us and…
Read MoreTip of the Month: October 2023
Tip of the Month | October 2023 Medicare Open Enrollment Written By: Kevin Reardon, CFP® The change of seasons brings anticipation and planning for upcoming end-of-year items. One important planning item…
Read MoreCity Living in Retirement: Pros and Cons
City Living in Retirement: Pros and Cons Written By: Kevin Reardon, CFP® People live most of their working years in a suburban setting, where they put down roots and raise a…
Read MoreSpending Habits in Retirement
Spending Habits in Retirement Written By: Kevin Reardon, CFP® A frequent question we receive from retired clients is whether their spending is on track relative to the ‘average retiree’. The…
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