Kevin Reardon
Financial Planning for Cohabitating vs. Marriage
Financial Planning for Cohabitating vs. Marriage Written By: Kevin Reardon, CFP® Adults living together in a romantic relationship outside of marriage, defined as cohabitation, has grown exponentially in the last 50…
Read MorePassing a Legacy Property to the Next Generation
Passing a Legacy Property to the Next Generation Written By: Kevin Reardon, CFP® We have many clients who own second homes, including cottages ‘up north’, homes in warm weather states or…
Read MoreHow We Help: Retirees
How We Help: Retirees Written By: Kevin Reardon, CFP® Numerous clients have told us their last day of work was one of the scariest days of their life, as they say…
Read MoreCelebrating 25 Years: Looking Forward
Celebrating 25 Years: Looking Forward Written By: Kevin Reardon, CFP® This year, we’ve been celebrating our 25th anniversary as a firm, and WOW what a year it has been! In January,…
Read MoreGenerational Wealth Planning: Legacy Real Estate Properties
Generational Wealth Planning: Legacy Real Estate Properties Written By: Kevin Reardon, CFP® As a financial advisor, one of the most delicate issues to navigate when discussing estate and generational wealth planning…
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