Mark Uzzell, Financial Planner

Mark Uzzell, Financial Planner Assisting individuals and families in defining financial goals and achieving financial independence

09/02/2026

You don’t need to make drinking water a part-time job since too much of it doesn’t have any real health benefit.

08/31/2026

Ignore China's economy at your own risk. That's the message that Société Générale strategist Albert Edwards is sending to US investors.

08/27/2026

AI may be changing how people plan for retirement, but what's the best way to use it?

08/26/2026

New research from the Employee Benefit Research Institute finds that HSA holders aren’t taking full advantage of the triple tax benefits the accounts can afford.

08/24/2026

An inheritance of $50,000 can be a powerful steppingstone toward long-term financial security. With thoughtful planning and expert guidance, this money can be worth much more in the future and help you close in on one or more financial goals.

08/20/2026

Nvidia and other tech stocks have a wide “dispersion” of price targets. Why that could be a problem for investors.

08/19/2026

When baby boomers come up in discussions about money, the focus is usually on their wealth and the economic tailwinds that helped them build it. But there’s another side that gets less attention: Many have retired, or are entering retirement, carrying significantly more debt than earlier generatio...

08/17/2026

Homeowners leverage security cameras to monitor properties, communicate with firefighters and in some cases, watch their homes succumb to the blaze.

08/13/2026
08/12/2026

One investor bought in to an SPV fund touting pre-IPO “exposure.” He was told later the shares were sold before trading began.

Address

100 William Street, Suite 300
Wellesley, MA
02481

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+17812392046

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