Pitfalls when advising blended families
Link to article:
https://www.financial-planning.com/news/pitfalls-when-advising-blended-families?tag=00000155-0702-d839-abd5-efe6710c0000
Article by Jane King, founder, and Caroline Hedges, associate, Fairfield Financial Advisors
Link to article:
https://uk.finance.yahoo.com/news/birds-bees-sure-parents-really-125800397.html
Jane V. King, CFP, is a financial advisor and money manager who spent twenty years in the investment business before starting the firm. She was a Vice President at both the Massachusetts Investors Trust, the oldest mutual fund management group in the country, and at The Keystone Group. She later served as a Senior Vice President of Integrated Resources, Inc., a financial services company in New York City. Ms. King has a bachelor’s degree in French and Russian.
Jane has earned the designation of Certified Financial Planner. She has served on the Advisory Board of the Boston University Program for Financial Planning, and is on the board of the Walker Home and School. She is a member of the Financial Planning Association and is founder and president of Fairfield Financial Advisors (FFA). FFA is a Registered Investment Advisor with the Securities and Exchange Commission.
She is featured in the book “Best Practices for Financial Advisors” written by Mary Rowland, and is a frequent speaker on money issues.
Passionate about educating clients as well as the younger generation, Jane has offered enrichment programs for youth groups. One ongoing program Jane established with others is a bank now run by students.
Caroline King Hedges joined Fairfield Financial Advisors in 2013. She began her career in 2005 at Lehman Brothers and subsequently worked for hedge fund, institutional money management and private equity firms in investor relations. Caroline received a Bachelor of Arts in Political Science and Business from Johns Hopkins University.
Elizabeth (Liz) Blackwell joined Fairfield Financial Advisors in 2023 as an Investment Associate and is responsible for assisting clients with their administrative and operational needs.
Liz has over 12 years of wealth management experience, most recently as a Senior Registered Client Service Associate at UBS Financial Services, Inc. While at UBS she worked with multiple teams in various roles including wealth management, portfolio research and administrative operations.
Liz graduated from Lasell University with a Bachelor of Science in Accounting, Finance, and International Business with a Minor in Applied Mathematics.
She currently resides in Townsend, Massachusetts with her husband and three children.
Outside of Fairfield Financial Advisors she enjoys spending time with family and friends.
Laraine Reid joined Fairfield Financial Advisors in 1999 after twenty-five years at EG&G, Inc, a global technology company. During her tenure, she worked throughout the Finance area, including many years as a road warrior with the Internal Audit Department. Laraine received a Bachelor of Science in Accounting from Bentley College in Waltham, MA.
When not working, Laraine enjoys traveling as well as outdoor activities such as birding, trail walking and boating.