Broker Check

Elm Tree Capital, LLC
"If you think it's expensive to hire a professional to do the job, wait until you hire an amateur." Red Adair

Divider

18 Shipyard Drive
Suite 2A 
Hingham, MA 02043 
781.236.0802

Eric@ElmTreeCapital.com

Life Matters

Life affects your finances, and often in ways you can’t easily identify.   We have included this section, courtesy of Mainstay Investments, to help you better understand how different life events can affect your financial plans and goals, and how to respond accordingly

Family Events

Getting Married

And Baby Makes Three

Love, Honor and Protect

Settling an Estate Can Be Unsettling

Role Reversal - Your Aging Parents  

A Death in the Family

Personal Finance Events

Savvy Investment Matters for Her

Identity Theft: When You are the Target

Guide to Market Volatility

Investing for College

Managing Finances in College and Beyond 

Workplace Events

Transitioning into Retirement 

Managing Your Career Transition

Other Life Events

When Disaster Strikes

When Divorce Happens