David J. Prothero

[David J. Prothero @DavidProthero1]

We moved to Newton Corner! Our current address is: 313 Washington Street, Suite 200, Newton, MA 02458.

[David J. Prothero @DavidProthero1]

What does retirement look like if you had $2M or $15M? How different time horizons and levels of wealth help determine how much is enough to retire. https://t.co/6dHOgn23P0

[David J. Prothero @DavidProthero1]

If you want to build wealth, developing money management skills is not just practical; it’s empowering and the first step toward creating the life you want. https://t.co/slY6PcnmzQ

[David J. Prothero @DavidProthero1]

The past 12 months have brought some powerful leadership lessons that offer some useful takeaways for the coming year. https://t.co/wqx6ebD2MX

[David J. Prothero @DavidProthero1]

Spending makes retirees happier. Many are afraid to do it. https://t.co/YBvHRO2yGT

[David J. Prothero @DavidProthero1]

Here are three ways to start your New Year’s resolution and stick to it this time. https://t.co/eXkjqNcxDG

[David J. Prothero @DavidProthero1]

To help start the year strong, here’s a roadmap to organize your finances and set yourself up for a prosperous year. https://t.co/cU1stl6ES6

[David J. Prothero @DavidProthero1]

The mass-affluent wealth market is a tempting way for banks to gain scale, but the benefits for their core business could be scant. https://t.co/dv6vyxOhFK

[David J. Prothero @DavidProthero1]

Few people are deliberate and strategic in their charitable activities, so they don't optimize the impact of their giving. https://t.co/gNtC0aNUwp

[David J. Prothero @DavidProthero1]

Financial Readiness: The first step in determining the right time to retire is assessing whether your financial resources are sufficient. https://t.co/xbbKNIzIGw

[David J. Prothero @DavidProthero1]

The S&P 500 just capped off its best month in a year, and is on track to rise nearly 30% in 2024. https://t.co/nbmQPeQgm3

[David J. Prothero @DavidProthero1]

Buy now, pay later lending is attracting deep-pocketed lenders. It could be a win-win. https://t.co/bS0zP7BqIu

[David J. Prothero @DavidProthero1]

Credit-card delinquencies seem to have peaked, for now. https://t.co/tzTcLWIgzO

[David J. Prothero @DavidProthero1]

The chief executive of Nvidia, Jensen Huang, has taken advantage of popular loopholes in the federal estate and gift taxes. It's estimated the richest Americans are able to pass down approximately $200 billion each year without payi https://t.co/5KFL85o0cY

[David J. Prothero @DavidProthero1]

Having hit new highs in 2024, markets could be about to get rocky again. https://t.co/mqtCXB3d2h

[David J. Prothero @DavidProthero1]

Before donating to charity, be sure to do your research. Extensive resources are at our fingertips if we know where to look. https://t.co/Aii1BdF9gs

[David J. Prothero @DavidProthero1]

Mortgage delinquencies can rise and credit scores fall up to five years before a diagnosis of cognitive decline, research shows. Financial planners are in a unique position to help. https://t.co/6EXRqDb6yq

[David J. Prothero @DavidProthero1]

What do you want your children or grandchildren or great-grandchildren to understand about you? These items told more than any photo album ever could. https://t.co/IWbd2qftQH

[David J. Prothero @DavidProthero1]

Retrieving data. Wait a few seconds and try to cut or copy again. https://t.co/mwT0B1qQmt

[David J. Prothero @DavidProthero1]

Daken Vanderburg's weekly Capital Markets Snapshot. https://t.co/6gYvhO4mhf

[David J. Prothero @DavidProthero1]

Sometimes the person who is still working resents the need to go into the office, other times the person who has retired may feel lonely or ignored. https://t.co/MmDcct3Wz9