Chris welcomes Kurt Raber, Tim Sawyer, Todd Carson from Catalyst Architecture Interiors to talk about their firm’s evolution, rebranding from Brown, Lindquist, Fenuccio, & Raber, and some of their key projects.
Heather Hurd, a Senior Plan Consultant at BCBS, shares what you need to know about Medicare and the types of plans that are available. For more information, view the “Planning for Medicare: Countdown to 65" webinar at AMRfin…
Matt Burke, Co-President of Cape Cod Five, joins Chris to talk about the Payroll Protection Program and the bank’s role in helping small businesses gain access to needed capital as a result of the pandemic, as well as filing…
A widower shares her story – both her financial and personal experiences. Keats Boyd III, President of talks about proactive planning for accessing digital assets (social media, online photos and books, etc.) of a deceased …
The AMR team discusses steps to take after the loss of a spouse, including consolidating accounts, updating health insurance, notifying life insurance companies, etc. If you’d like to receive the AMR paper “Financial Plannin…
Keats Boyd III, President of shares tips on #estate planning. There are many actions that need to be taken after the loss of a spouse – including taking inventory of estate documents, getting appraisals, re-titling document…
The AMR team discusses how to prepare for widowhood. Email or call if you’d like the AMR paper “Financial Planning for Widowhood”, which provides tips for planning ahead and steps to take after the loss of a spouse.
Chris talks with Dan Wolf, Founder & CEO of Cape Air about the economy and politics. Dan also discusses the impact of Covid-19 on the airline industry and his role as CEO.
Brandon Monk, Head of U.S. Plasma Derived Therapies at Takeda Pharmaceuticals, talks about immunizations for and treatment of Covid-19. Takeda is working on a hyperimmune plasma therapy and is a part of the CoVig-19 Plasma A…
Considering retirement sooner than expected because of Covid-19? Scott shares things to be aware of and sources for obtaining cash if needed (taxable accounts, life insurance, HELOC, IRA, etc.).
Bob Tranchell from The Federal Savings Bank joins Chris to talk about unique uses of a HECM/reverse mortgage (refinancing, buying a dream home, inheritance buy out, etc.) and qualifying requirements.
Brian and Chris discuss how over-time the market does well under both Republican and Democratic political administrations. Scott provides tips on homeowners and auto insurance. Paul Tardif, Esq. answers “How to I protect mys…
The US market hit a record close last week. Listen to what Chris and Brian say about the market value and recent investment trends. They also talk about government stimulus and what taxes may look like under a Trump or Biden…
Vinny deMacedo, Director of Regional Partnerships, shares how Bridgewater State University pivoted in March to all online classes for its 11,000 students. This fall, 90% of classes will be online and 50% of the students livi…
Julia Sheilds-Rutyna, Director of College Planning at MEFA, talks about ways to fund a college education: savings plans, financial aid, scholarships, college payment plans, and private student loans.
Cathi talks with Megan Witton, Staff Scientist at the Atlantic White Shark Conservancy, about their research and findings. Chris and Brian discuss whether gold and silver are favorable investments at this time.
Brian explains the markets bouncing back during the pandemic and the impact of government assistance on the economy. Betsey Sethares, Executive Director of the @capecodtimes Needy Fund talks about their Major Crisis Relief …
The AMR team discusses the Republican Senate Coronavirus Relief proposal and Democrats response. Scott reviews some of the CARES Act provisions that can provide short-term access to cash. #economicgrowth #financialplanning #…
The AMR team discusses the Q2 GDP drop and corporate earnings, which beat expectations. They talk about recent Fed announcements to provide ongoing support during this time.
The AMR team talks about unemployment claims and the next virus aid package. State Representative Randy Hunt discusses plans for building new Cape Cod bridges. See the “MassDOTs Study on Cape Cod Canal” - .
Julie Wagner, Assistant Publisher and Editor of Cape Cod Life magazine (including Cape Cod Home and Cape Cod Art) joins Chris. The Best of Cape Cod & Islands lists voter choices in dining, lodging, food & drink, things to do…
Chris talks with Jeff Riley, MA Commissioner for Secondary and Elementary Education and Patricia DeBoer, Superintendent of Mashpee Public Schools about the 3 guidance scenarios for MA schools re-opening this fall (in-person,…
Kerin Delaney, Acting Executive Director, Falmouth Service Center tells how their 14 programs and 600 volunteers are supporting those in need. The AMR team discusses a Forbes survey “How COVID-19 has changed retirement plann…
