News

O'Brien Wealth Partners Women & Money Services

A Note From Jill

Jill Fopiano shares thoughts on balancing living in the present versus saving for the future.

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O'Brien Wealth Partners Women & Money Services

Women and the Money Taboo

Whatever the reasons for avoiding the subject – discomfort, embarrassment, awkwardness, shame, fear of being impolite – the fact is that women tend to avoid talking about money with others. Women need to talk about money for themselves, and for their sisters, daughters, nieces, and friends. Here’s why, and how you can start the conversation today.

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O'Brien Team Collaborating in Conference Room

Planning for the Unexpected

While talking about illness and death is never enjoyable, discussing your wishes is important. You and your loved ones may also want to document your wishes. We have prepared a simple worksheet you can use to guide a discussion as well as record important financial information your caretakers will need should you become incapacitated or die.

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Jill Fopiano O'Brien Wealth Partners

Commentary from Jill

It is my pleasure to reach out to you as the President and CEO of O’Brien Management Wealth Partners LLC. I would like to share what I hope to accomplish with our team in 2017 and beyond as we build on an accomplished history and create our vibrant future.

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