Dear Clients and Friends, Five Star Professional has named Elm Tree Capital a 2013 Five Star Wealth Manager.  This level of excellence is achieved by fewer than 7 percent of the wealth managers in the Boston area. The selection is the result of a rigorous research process that included a regulatory and consumer complaint review,
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Rising health care costs are the primary reason why many baby boomers deplete their retirement savings and do not reach their retirement lifestyle goals.  Baby boomers tend to underestimate health care costs by more than 60%[1], largely from a reluctance to ascertain the significant impact health care costs can have on their retirement savings. The
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