Bessette Financial

Bessette Financial Transforming Your Biggest Expense (TAXES) Into Your Most Powerful Wealth Builder We work for you. We are 100% committed to your comfort and peace of mind.

An independent, full service, financial services firm committed to helping you achieve your financial goals. We are not controlled by any particular insurance company or proprietary investment company. We select from a wide range of financial products and services to recommend an innovative strategy that is best suited to meet your needs and concerns. Rest assured we only work with companies that

have the highest ratings and that offer safe and reliable methods for building long term wealth. Securities offered through Cabot Lodge Securities, LLC (CLS) Member FINRA / SIPC
200 Vesey Street, New York, NY 888-992-2268
Advisory services offered through
CL Wealth Management, LLC (CLWM)
1100 Boulders Parkway, Richmond, VA
804-823-9904
Bessette Financial and CLS and CLWM are unaffiliated entities.

How Couples With an Age Gap Should Plan for Retirement
08/20/2026

How Couples With an Age Gap Should Plan for Retirement

An age gap can complicate retirement. Here’s how couples can coordinate Social Security, investments, healthcare, and long-term care.

"Until now, Massachusetts did not have a comprehensive statewide framework regulating all home care providers, despite t...
08/11/2026

"Until now, Massachusetts did not have a comprehensive statewide framework regulating all home care providers, despite the growing number of families relying on home-based care. The new law is designed to improve safety, accountability, and quality standards across the industry."

To max out your savings at warehouse clubs, steer clear of these nine common pitfalls.
08/08/2026

To max out your savings at warehouse clubs, steer clear of these nine common pitfalls.

Going overboard with perishables, getting lured by free samples and other pitfalls to avoid

Rather than rely on a paycheck, those who follow FIRE aim to fund their living expenses through investment income. For f...
08/06/2026

Rather than rely on a paycheck, those who follow FIRE aim to fund their living expenses through investment income. For families with children, early retirement can create opportunities, such as having one parent at home. But the lifestyle also brings practical and emotional challenges to consider before taking the leap.

Learn what families need to be aware of when following the FIRE movement.

Bill Bengen's famous retirement withdrawal rule got an update last year. Here's what changed, and why the number isn't o...
08/04/2026

Bill Bengen's famous retirement withdrawal rule got an update last year. Here's what changed, and why the number isn't one-size-fits-all.

Bill Bengen's famous retirement withdrawal rule got an update last year. Here's what changed, and why the number isn't one-size-fits-all.

Are you ready to downsize? And do you like to be social? Here's what to know before joining a community for older adults
08/03/2026

Are you ready to downsize? And do you like to be social? Here's what to know before joining a community for older adults

Moving to a community for older adults is not for everyone. Here's what to know

Individuals retiring now face one big question: How can I maximize my income?
08/01/2026

Individuals retiring now face one big question: How can I maximize my income?

When it comes to retirement income, diversifying with partial annuities may help make nest eggs last, new research finds.

Today more than 67.4 million Americans are enrolled. Of those, more than 60 million are 65 and older, and 7 million are ...
07/30/2026

Today more than 67.4 million Americans are enrolled. Of those, more than 60 million are 65 and older, and 7 million are younger people with disabilities.

How the program for older adults, disabled people works

Some fun history on how the Cape's Marconi station played a part in communicating with the Titanic and signaled for help...
05/02/2026

Some fun history on how the Cape's Marconi station played a part in communicating with the Titanic and signaled for help:

A passenger liner making its way from Southampton, England toward New York has run into some trouble in the North Atlantic. It’s late at night, the details are fuzzy. They’ve hit something, an iceb…

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100 Independence Drive
Hyannis, MA
02601

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