Catalyst Investment

07/12/2022

If you are a woman contemplating or currently going through divorce, here 4 tips to help you feel more secure in your financial future.

If you are a woman contemplating or currently going through divorce, here 4 tips to help you feel more secure in your financial future.

06/29/2022

If you’re like most Americans, you may not feel overly confident in your current retirement plan.

That’s where we come in.

As financial advisors in Windham, NH, we specialize in retirement planning and investment management. Schedule a free review today!

06/27/2022

Here are some reasons why inflation has increased in the past year and what it means for your long-term purchasing power.

By Kim Segal, CFP® It’s official. After months of being told the current inflation crisis is transitory, Federal Reserve Chair Jerome Powell announced that we can expect high inflation to continue into 20221. What may have seemed like a slight inconvenience at first is now becoming a much larger ...

06/24/2022

What are you worried about when it comes to retirement? What concerns do you have about reaching your goals?

You can schedule a call by reaching out to us at (617) 610-05867, emailing [email protected], or filling out our contact form.

As financial advisors in Windham, NH, we specialize in retirement planning and investment management. Schedule a free review today!

06/22/2022

If you are worried about your portfolio, you’re not alone. But during stock market volatility, it’s important to keep a level head to avoid financial mistakes.

By Kim Segal, CFP® After a three-year rally, the financial markets have been down for seven straight days, marking their worst slide since the pandemic decline in March of 20201. Monday’s market dip put the S&P 500 down over 10%, which is officially called a “correction” on Wall Street2. In a...

06/20/2022

At Catalyst, we deploy proactive strategies to mitigate the multiple risks that can affect your financial well-being and your financial peace of mind.

As financial advisors in Windham, NH, we specialize in retirement planning and investment management. Schedule a free review today!

06/17/2022

While there is really no way to prepare emotionally for the loss of a life partner, you can prepare financially. Spending a little time and effort in advance to ensure you can answer the following questions will ease the burden if you find yourself in the excruciatingly difficult time of widowhood.

By Kim Segal, CFP® When you say, “I do” and start your marriage, the last thing you’re thinking about is the potential death of your spouse. We get it. It’s heart-wrenching and uncomfortable. But do you know what’s even worse? Being caught unprepared as you wade through what feels like in...

06/15/2022

If you’re ready to take the next step, we’re excited to meet you. Contact us today for your consultation call.

As financial advisors in Windham, NH, we specialize in retirement planning and investment management. Schedule a free review today!

06/13/2022

Creating an estate plan is only the first step; telling your loved ones how they will be affected by your plan and the reasoning behind your decisions is an equally important step to bring clarity and comfort to your family.

Does your family know what’s in your will? Here are some estate plan topics to discuss with your loved ones.

06/10/2022

Your situation is entirely unique, so you can’t just follow the same steps your parents did when it comes to portfolio management and retirement planning.

As financial advisors in Windham, NH, we specialize in retirement planning and investment management. Schedule a free review today!

06/08/2022

As a financial advisor, I know how many concerns and considerations you have on your plate. Let’s look at some of the biggest money pitfalls I see and how you can avoid them.

By Kimberly Quinn, CFP® As a financial advisor, I know how many concerns and considerations you have on your plate. There’s a lot to think about—from investment management to insurance needs to estate planning and beyond! Over the years I’ve seen many of my clients make the same omissions aga...

06/07/2022

Divorce is hard. Discover how Kimberly Quinn can help you navigate the financial planning challenges that come from divorce.