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Promises you can keep

January 17, 2010

In the Boston Globe article "Promises you can keep" Lynn Astinof explores how individuals can keep their financial New Year's resolutions. "If you have a family, the top priority should be writing a will and naming guardians for your children. But if you already have a will, buying life insurance could be the first item on your list," says Dana Levit.  

Click here to read the entire article.

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  • Make some cash and make a difference

    February 01, 2012

    It's so easy to become overwhelmed by the bombardment of bad news we see every day, and feel as if the little we can do can't possibly make a difference. Socially responsible investing, or SRI for short, is all about making money while making a difference.

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