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Money Wisdom

Go Green, Go Paperless:

Did you know that you can suppress paper statements and/or trade confirmations for all your accounts? In this electronic age, it makes sense to get your documents electronically and store them on your computer. (You'll want to make sure to back up your hard drive periodically so you never lose those important documents.) Think of all the trees and energy you'll save! If you're interested in this service give us a call and we'll help you set it up.

Speaking of paperless, we'd like to know if you have a preference for either our hard copy newsletter or our e-newsletter. Our goal is to provide you with timely and interesting information in the format that best fits your lifestyle. We've been wrestling with the idea of stopping the hard copy in favor of the electronic format, but wonder if some of you still prefer a document that you can hold in your hand and read over coffee. Please let us know how you feel by phone or email.

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Contact Information

  • New Hampshire Office
    Jill Boynton
    70 Old Post Road
    Newington NH 03801
    Near Portsmouth
    603.431.1133
  • Maine Office
    Susan Veligor
    70 Center Street
    Portland ME 04101
    207.772.8133

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