News
How Men and Women See Retirement Planning Differently
It’s no secret that men and women often approach things differently. Understanding key differences when planning for retirement and how overcoming them can make a positive difference in retirement planning. In this Seniority article by Sandra Beckwith, Jill Fopiano, CEO and president of O’Brien Wealth Partners and others provide their insight on retirement planning.
Thinking of freelancing? Ask yourself these 10 questions before you take the plunge
Are you thinking of going freelance? In this Stylist article by Louise Slyth, Jill Fopiano, CEO and president of O’Brien Wealth Partners, and others answer questions that you should think about before freelancing.
How to Invest With Little Money
Beginners and even those starting late in life can benefit from investing as soon as possible. In this USNews article by Kate Stalter, Jill Fopiano, CEO and president of O’Brien Wealth Partners and others share thoughts on how investors at various stages of life can get started investing.
Savings Rates Remain Attractive, But the End of High APYs Is Near, Experts Say
Each week, the average savings rate we track climbs slightly and top-yielding savings account rates are now the highest they have been since the 2008 financial crisis. In this CNET article by Dashia Milden, Jill Fopiano, CEO and president of O’Brien Wealth Partners, and others, share insight on savings rates, CDs, and other savings options to consider.
Everyone’s Talking About Home Equity: Here’s What Yours Means in Today’s Market
Homeownership has long been tied to building wealth. Instead of throwing rent money out the window each month, owning a home allows you to build home equity. In this Realtor.com article, Jill Fopiano, CEO and president of O’Brien Wealth Partners gives some insight and tips on home equity.
It’s a good time to jump on those 5 percent savings rates
You’ve probably seen a lot of ads recently for bank CD’s yielding 4 to 5 percent. In this Boston Globe article by Larry Edelman, Jill Fopiano, CEO and president of O’Brien Wealth Partners gives some popular, and straightforward, interest-bearing options for getting more bang from your bucks.
If You Can Pay All Cash for a Home, Should You?
From tax implications to investment opportunities, there’s a lot to consider when debating between paying all cash and taking out a mortgage. In this AOL article by Brittany Anas, Jill Fopiano, CEO and president of O’Brien Wealth Partners, and others provide insight on how you can navigate this decision.
Debt Can Keep You Up at Night or Help You Sleep
Older adults’ indebtedness is rising, and more debt is associated with poor health. But the effect depends partly on what kind of debt it is. In this Next Avenue article by Bev O’Shea, Jill Fopiano, CEO and president of O’Brien Wealth Partners, and others share their thoughts on this connection and tips to help you minimize debt anxiety.
Currents Winter 2022
In this issue of Currents, we discuss tax loss harvesting, ESG performance, rising interest rates, and more news from your O’Brien team!
