Monthly Archives July 2020

Theresa Mollicone: A Burden Relieved

The first time that James Daoust, Jr. visited his clients, Joe and Theresa Mollicone, the couple rolled out a tray of cannolis. James became their financial advisor and over the next three decades sampled countless Italian specialties in the couple’s home. “He got hooked on Italian desserts,” Theresa says. Their close relationship is the reason the Mollicone’s are living comfortably today instead of struggling after a health crisis. In the early years, James had helped the Mollicones with retirement plans as well as life, disability and health insurance, all of which they had to address on their own because each
Read More

Opinion: How to protect your money — at every age

By Stephen Augstell Learning from mistakes in uncertain times Growing up, my friend’s mom always gave me good advice. When things went terribly wrong, Mrs. Brown would say, “It’s a learning experience, Stephen.” I realized that the experience, however painful, could serve me well in the end. The fallout of COVID-19 has yet to be fully measured, but it’s fair to say that most of us have been impacted in some way — some more than others. However, what we learn from challenging occurrences can help us manage risks going forward. In these uncertain times, the risks you face depend
Read More