By Patty Manko

communication resized 600Divorce mediation can go more smoothly when you have a legal adviser.

A legal adviser is a special type of lawyer -- one who is willing to consult with you as an integral part of the mediation process. While business lawyers have long served as consultants to their clients, divorce lawyers have traditionally been accustomed to taking over and handling the entire case.

But as more and more divorcing couples use mediation, the need for consulting lawyers has increased. As a result, many divorce lawyers...


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Shepherd Financial Partners
1004 Main Street Winchester MA
(781) 756-1804  Visit Shepherd Financial Partners

 

By Patty Manko

caregivingHiring Your Own Caregiver is the second installment in our series of papers designed to help parents, siblings, guardians, trustees and individuals with the process of hiring a caregiver. Each of our contributors has generously shared their situation and advice, including many how-to's and helpful tips, learned from their personal experiences with the hiring process. 

Click the paper below to read about and feel the energy of Adriana Mallozzi, who has been hiring PCAs for herself for 15 years.   ...


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Shepherd Financial Partners
1004 Main Street Winchester MA
(781) 756-1804  Visit Shepherd Financial Partners

 

By Patty Manko

retirementThe Fundamentals of an Effective Retirement Income Plan
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While the challenges to creating sustainable retirement income are daunting, there are basic considerations that, if properly implemented, will strengthen any retirement income plan:


• Include stocks in your portfolio to help manage longevity risk. When you consider that you’re likely 
to need an income stream for 25 years or longer, it becomes clear that your goal should be to include stocks in your portfolio to help generate long-term

...

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Shepherd Financial Partners
1004 Main Street Winchester MA
(781) 756-1804  Visit Shepherd Financial Partners

 

By Patty Manko

Fifteen Tips for Your Family

describe the imagefrom Autism speaks

As a result of her work with many families who deal so gracefully with the challenges of autism, Family Therapist, Kathryn Smerling, Ph.D., offers these five tips for parents, five for siblings and five for extended family members:

5 Tips for Parents


Learn to be the best advocate you can be for your child. Be informed. Take advantage of all the services that are available to you in your community. You will meet practitioners and providers who can

...

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Shepherd Financial Partners
1004 Main Street Winchester MA
(781) 756-1804  Visit Shepherd Financial Partners

 

POSTED FROM THE SHEPHERD FINANCIAL PARTNERS BLOG

A bubbly market?

April 02, 2014

 

By Patty Manko

Screen Shot 2014 04 02 at 1.12.08 PM resized 600Consumers are the most confident they have been in over six years, according to last week’s widely watched consumer confidence report from the Conference Board. Investors have been feeling confident too. The high valuations of stocks in some industries have been the talk of the markets lately, leading some to fear that a bubble in stock market valuation is again developing as investors become overly optimistic. The valuation of the stock market has risen sharply over the past year as investors have anticipated a better...


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Shepherd Financial Partners
1004 Main Street Winchester MA
(781) 756-1804  Visit Shepherd Financial Partners

 

By Patty Manko

TheCaringForceheartwordcloud resized 600Interviewing a Live-In Caregiver for Your Adult Child is the first in our series of papers designed to help parents, siblings, guardians, trustees and individuals with the process of hiring a caregiver.  Each of our contributors has generously shared their situation and advice, including many how-to's and helpful tips, learned from their personal experiences with the hiring process. 

First up, meet Sara ,a mother with several years of experience recruiting, interviewing, hiring and managing the ca...


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Shepherd Financial Partners
1004 Main Street Winchester MA
(781) 756-1804  Visit Shepherd Financial Partners

 

By Patty Manko

hacked resized 600Steps to take so criminals won’t take vital information from you.

America is enduring a data breach epidemic. As 2013 ended, the Federal Bureau of Justice Statistics released its 2012 Victims of Identity Theft report. Its statistics were sobering. About one in 14 Americans aged 16 or older had been defrauded or preyed upon in the past 12 months, more than 16.6 million people.1  

Just 8% of those taken advantage of had detected identity theft through their own vigilance. More commonly, victims...


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Shepherd Financial Partners
1004 Main Street Winchester MA
(781) 756-1804  Visit Shepherd Financial Partners

 

By Patty Manko

tax time resized 600April 15th is right around the corner, which means that it is time to file yet another personal income tax return. Although some people with disabilities may not have enough income to necessitate an income tax filing, most people will need to file a return based on their earned and unearned income. Beneficiaries and trustees of special needs trusts may have additional filing requirements. If you or a loved one think that you need to file a return, here are several tax tips to keep in mind that...


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Shepherd Financial Partners
1004 Main Street Winchester MA
(781) 756-1804  Visit Shepherd Financial Partners

 

By Patty Manko

The cost of a college education and who and how to pay have never been more in the news.

WSJ how people pay for college

Monday's Wall Street Journal' featured Should Parents Pay for Their Child's Education profiling both the yes ( Don't have your children start life with crippling debt) and no (Let's make sure kids the most from their education) points of view. You can read the full article here

Then there is the case of the New Jersey private high school student suing her parents for her college tuition (you don't want...


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Shepherd Financial Partners
1004 Main Street Winchester MA
(781) 756-1804  Visit Shepherd Financial Partners

 

By Patty Manko

 

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describe the imageOur Workshops

We are speaking at a number of events over the next month on a number of topics including:

The Special Needs Planning Timeline- highlighting the planning pressure points when parents must be aware of changes in their child's benefits, legal and financial standing.

A Team to Carry On- Planning beyond the wills and trusts to discuss guardians, trustees and how to carry forward your vision for your loved one when you

...

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Shepherd Financial Partners
1004 Main Street Winchester MA
(781) 756-1804  Visit Shepherd Financial Partners