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Dorchester Center, MA 02124
Taking a sabbatical has gained increasing popularity in recent years as individuals across industries reconsider their professional paths, life balance, and overall well-being. If you’ve found yourself feeling burnt out, uninspired, or simply questioning your career trajectory, stepping away from…
Whether you’ve made the decision to move on or the choice was made for you, the transition period is often filled with uncertainty. Beyond settling into a new role, this is also a critical time to carefully evaluate your financial…
While some couples opt to merge all financial resources, others prefer to maintain financial independence with separate accounts. Both approaches have their advantages and drawbacks, and ultimately, the decision should align with the couple’s long-term financial goals and relationship dynamics.…
Understanding how your advisor is compensated is key to knowing what you’ll pay and what incentives they have. It’s important to know how much an advisor will cost before hiring them. Financial advisors and financial planners can charge for their…
Starting a family is one of life’s most joyful and demanding adventures. My son was born in October of 2024. I’d spent the summer building Valinor while my wife was diligently growing our son. We tracked his size by comparing…
A recent trend is challenging the perception of Millennials and Gen Z as financially independent and confident money managers.While these generations are proactive in understanding their financial futures, many face significant barriers when it comes to seeking professional financial advice.…
Starting a business is an exciting venture, but it comes with its challenges—primarily those involving financial management. With so many decisions to make, from budgeting and cash flow to long-term financial planning, entrepreneurs often find themselves overwhelmed. Hiring a financial…
This guide will explore what 529 plans are, how they work, their tax advantages, and how to set one up to maximize your family’s financial potential. One of the first conversations I had with my father in law after we…
Reviews on Valinor are unique and designed to help consumers make informed decisions when finding, evaluating and choosing a financial advisor. Here’s how our review system works and what makes it special. We understand that reviews are a critical part…
This blog will explore why client reviews and testimonials are invaluable for financial advisors, how you can leverage them to close more business, and practical steps to ensure you’re maximizing their potential impact. If you’re looking to build credibility, attract…