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Ask Samuel, Sayward & Baler LLC

Q:       My daughter is going through a divorce and a friend told me that in Massachusetts my son-in-law is entitled to information about MY assets in connection with their divorce – can this possibly be true?  A:        Believe it or not, it’s true.  In Massachusetts, a divorcing spouse can subpoena the parents of his spouse […]

Retirement Planning: Are You Taking Steps to Assure Peace of Mind?

By Steven Joshua Samuel JD, MBA, AIF® If you plan to stop working within 10 years or so, you may be taking steps to prepare or at least be wondering what you should be doing to feel financially secure.  A Brighthouse Financial survey recently asked people nearing retirement about their concerns and the issues with which they […]

What You Need to Know About Medicare

Maureen Baxter, CLU®, ChFC ® and Steven Joshua Samuel JD MBA AIF ® “Total projected lifetime health care premiums (Medicare Parts B and D, supplemental insurance, and dental insurance) for a healthy 65-year-old couple retiring this year are expected to be $321,994 in today’s dollars.” It’s more important than ever to understand health care costs […]


By Steven Joshua Samuel JD, MBA, AIF® The Economist magazine recently published a story that summarizes some of the issues that all of us have to address to age in place well, meaning, live where and how we prefer to live: “In 1965, ANDRÉ-FRANÇOIS RAFFRAY, a 47-year-old lawyer in southern France, made the deal of […]