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When Should I Start Taking Social Security?

Check out Jill’s advice for Social Security published in the Boston Globe!

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Commentary from Jill Fopiano

Achieving the Elusive Balance of Career, Family and Self

Published on Thrive Global: CEO/Single Mom Jill Fopiano Shares Her Secrets for Success

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Currents Summer 2018

In this issue of Currents you will read two articles devoted to issues around estate planning and protecting yourself and your loved ones.

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O'Brien Wealth Partners Q2 Client Letter

Quarterly Client Letter – Q2 2018

During the second quarter the threat of tariffs and a potential “trade war” stole center stage while simultaneously throwing cold water on an economy heated by the new tax bill and increased government spending.

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O'Brien Wealth Partners Women & Money Services

Cross Items Off Your Back To School List With These Tips

Need some help with that back to school budget? Check out Jill’s latest tips on NerdWallet.

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O'Brien Wealth Partners Women & Money Services

How To Talk Retirement With Your Spouse

Having trouble starting the conversation about retirement with your spouse? Check out Jill’s latest article published on Forbes.

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O'Brien Wealth Partners Q1 Client Letter

Quarterly Client Letter – Q1 2018

The market engaged in a lock step game of tug-of-war between the bulls and the bears in the first quarter as two powerful, diametrically opposed forces competed for supremacy.

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Windmill

Sustainable Investing: Doing Well and Doing Good

We believe in nurturing the kind of financial wellbeing that promotes a more fulfilling life as a whole. That’s where sustainable investing comes in and why we have created our sustainable portfolio.

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Currents Logo O'Brien Wealth Partners

Currents Winter 2018

Retirement is not an ending but an opportunity for new beginnings. It provides a chance to explore what truly matters and the time to pursue the interests and activities that answer this question. Whether it is family, friends, leisure, a second career or giving back, your flame should burn brighter than ever as you enjoy that rare intersection of time, health and money.

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