EF Financial

EF Financial Women-owned financial firm helping you align money with your values. Purposeful planning. Financial confidence. Lasting legacy. Financial Service

You belong at every financial conversation—we’ll help you lead it. Securities offered through LPL Financial, Member FINRA/SIPC.

If you thought that payouts from life insurance are tax-free in all cases, think again.
06/17/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

06/15/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
06/12/2026

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
06/10/2026

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

Are women prepared for a 20-year retirement?

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
06/08/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

Marriage changes everything, including your insurance needs. Here are some things to look out for.
06/05/2026

Marriage changes everything, including your insurance needs. Here are some things to look out for.

Marriage changes everything, including your insurance needs.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

Children with special needs may need ongoing help after their parents are gone.
06/03/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Just entering retirement? Here's what you need to know.
06/01/2026

Just entering retirement? Here's what you need to know.

Regardless of how you approach retirement, there are some things about it that might surprise you.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
05/29/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

Address

Charlestown, MA

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

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