by Bianca Kowal on Jul 1, 2015
Inside, you will find an article on reviewing your finances mid-year, types and options of life insurance, how workers are missing billions in retirement options, an update on the latest Seascape news, and more Click here to view The Navigator.
by Bianca Kowal on May 27, 2015
Inside, you will find a preview of our upcoming seminar on college financial planning strategies, the six key value propositions of a good financial planner, IRA contributions in 2015, and a helpful chart on the new IRS one-rollover-per-year rule. Click here to view The Navigator.
by Wren Peters on May 9, 2015
PORTSMOUTH, N.H. - On Saturday, May 9, 2015 Cross Roads House hosted its 13th Annual Benefit by the Sea gala, held at the Wentworth by the Sea Hotel in New Castle, NH. The event raised $260,000, which will provide critical operating revenue and help to provide shelter and services to the nearly 500 men, women and children on the Seacoast who seek the organization's assistance annually.
by Wren Peters on Sep 20, 2014
On Saturday, September 20, 2014, The Star Island Corporation hosted the 5th Annual Gosport Regatta. The race was originally held in 1874 and revived in 2010. Located about 10 miles off of New Hampshire, Star Island is part of the National Register of Historic Places. Seascape is honored to support this event. Read more here.
by Wren Peters on May 16, 2014
May 16, 2014 - It’s no secret that divorce disrupts not just family and personal life, but also financial stability. In the case of small business owners, these effects are often felt even more acutely. In this article for The New Hampshire Business Review, Monica explains how divorces involving business owners require an added degree of expert help. Read the article here.
by Wren Peters on May 3, 2014
PORTSMOUTH, N.H. - On Saturday, May 3, 2014 Crossroads House hosted its 12th Annual Benefit by the Sea gala, held at the Wentworth by the Sea Hotel in New Castle, NH. The event raised over $260,000, which will provide critical operating revenue and help to provide shelter and services to the nearly 400 men, women and children on the Seacoast who seek the organization's assistance annually.
James W. McCarthy, CFP®, CIMA®, Achieves Advanced Wealth Management Designation - Certified Private Wealth Advisor® (CPWA®)
by Wren Peters on Dec 16, 2013
PORTSMOUTH, N.H. - December 16, 2013 - James W.
by Wren Peters on Sep 1, 2013
PORTSMOUTH, N.H. - September 2013 - Five Star Professional has honored our firm again - this time, by recognizing both Monica's and Jim's accomplishments in the industry and naming them to this elite group of wealth managers. Click here to view the press release.
by Wren Peters on Oct 2, 2012
PORTSMOUTH, N.H. - October 2012 - James McCarthy received the 2012 Five Star Wealth Managers Award. Jim was judged to be amongst the elite top two percent of wealth managers in the area.