How We Helped A Business Owner Retire With Confidence

At FMF&E Wealth Management, we are passionate about helping people retire armed with a stable financial strategy that will enable them to get the best life possible with the money they have. How do we do this? Well, every conversation with every client is different because their individual situations vary. Below we want to share…

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Who We Serve & And How We Can Help

We all know that money makes the world go round, but when it comes down to it, we really just want to know that we can live the life we want and enjoy the fruits of our labor. We want to have enough money to confidently face life’s challenges and leave a legacy for the…

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How Will The New Government Affect Your Personal Finances?

Each new presidential administration comes in with grand plans to change policies, better the nation, and ultimately do what they think is best for the American people. Wherever you fall on the political spectrum, a new presidential administration will likely have at least some impact on your personal finances, which can cause a lot of…

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Why I Became A Wealth Advisor

“Living your best life” means something different to each individual. Some people prioritize health, others wealth, others relationships or experiences. The list is endless. One thing I learned early in my career, though, is that financial security can help you pursue and achieve your dreams, no matter how big they are.  I spent a large…

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My Hard-Earned Lesson on Diversification


July 13, 2020 Before the dot-com bubble was a bubble, it was an exciting revolution. Entire industries were being disrupted and re-engineered to take advantage of the possibilities of Internet technology. In the late 1990s, I co-founded a fast-growing e-commerce startup in Boston, a company eventually backed by more than $45 million in venture capital…

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Why Financial Decisions are so Hard

chalk drawing of brain making a decision

June 10, 2020 Have you ever noticed how mentally tired you sometimes get at the supermarket? Do your eyes glaze over at the freezer full of ice cream choices? Do your home decorating projects take forever because you cannot decide what you want? If you struggle with decisions, I am here to tell you it…

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The Transition from Retirement Saving to Retirement Spending

family on the beach at sunset

May 28, 2020 According to the magazine Scientific American, more people die coming down Mt. Everest than going up. Apparently, this is true in climbing in general. On the way up, intent on reaching the goal, climbers are focused and energized. On the way down, physically spent and less motivated, they are more prone to mistakes…

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Understanding Social Security Benefits

laptop on table with bar graphs showing on screen

July 23, 2020 Understanding social security benefits is vital for planning for retirement. However, many people find the topic complex and confusing. It doesn’t have to be this way. You should have everything you need to feel confident in taking advantage of social security benefits in your retirement planning. Here are the 5 most common…

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