Elizabeth P. Sampson, CFP® and Richard J. West, CMFC®
Offering individualized financial
& investment planning services

(781)404-7009    (978)206-2375

Money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

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The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

2019 Market Review

In 2019, both domestic and global economies showed signs of slowing, while the trade war between...

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

What to expect when you’re expecting (a new house)

For better or worse, buying a house – not to mention moving – can be a stressful affair. Here are some tips to keep in mind.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Tips for Creating a Budget and Sticking to It

Budgeting is the first step to managing your finances. Here are four tips to help you create and stick to a budget.

Five Things to Know About 529 Plans

Wherever your child is on their education journey, there's no better time to start saving for college than right now.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

College Saving

Contact me to develop an education investment strategy that can put your children on the path to success.

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

Saving for College 101

Here’s a crash course on saving for college.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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