Trusts ​can ​be ​complex. We're back with Claire DeLorenzo of Forman Law Group in this episode to break down the basics!  She explains how trusts help avoid probate, protect assets, and provide for beneficiaries over time. Plus, she shares tips on when and why to update your trust as life changes.

Forman Law Group: https://www.ourlegalwebsite.com/

More About Claire: https://www.ourlegalwebsite.com/claire-delorenzo.html

Resources

🌐 Our website: https://www.measuredwealth.net/

📞 Phone: 603-431-1444

🔎 Explore our range of services: https://www.measuredwealth.net/services

📅 Schedule a meeting with our team: https://www.measuredwealth.net/contact

Estate planning doesn’t have to feel overwhelming. In this episode, attorney Claire DeLorenzo of Forman Law Group joins the conversation to explain why it’s a crucial step in securing your financial future, how to get started, and what benefits a well-structured plan can bring.

Forman Law Group: https://www.ourlegalwebsite.com/

More About Claire: https://www.ourlegalwebsite.com/claire-delorenzo.html

Resources

🌐 Our website: https://www.measuredwealth.net/

📞 Phone: 603-431-1444

🔎 Explore our range of services: https://www.measuredwealth.net/services

📅 Schedule a meeting with our team: https://www.measuredwealth.net/contact

With so much talk about passive investing in the market today, active management is fading… or is it? Ed Miller joins us on the show to highlight Measured Wealth's Ultra Portfolio, an actively managed strategy that goes anywhere- from small-cap innovators to large-cap leaders. Learn how rigorous stock screening, momentum, and valuation analysis, and targeted ETF exposure come together to create a dynamic portfolio that aims to uncover opportunities traditional passive strategies might miss. 

Resources

🌐 Our website: https://www.measuredwealth.net/

📞 Phone: 603-431-1444

🔎 Explore our range of services: https://www.measuredwealth.net/services

📅 Schedule a meeting with our team: https://www.measuredwealth.net/contact

In this episode of Financial Futures, Ed Miller, Chartered Financial Analyst, dives into the Measured Wealth core portfolios, explaining how they are constructed, managed, and tailored to different risk tolerances. He discusses sector allocation, U.S. versus international exposure, fixed income strategies, and the economic indicators that guide portfolio decisions. Ed also shares how these model portfolios help manage risk and stay disciplined in today’s markets. 

Resources

🌐 Our website: https://www.measuredwealth.net/

📞 Phone: 603-431-1444

🔎 Explore our range of services: https://www.measuredwealth.net/services

📅 Schedule a meeting with our team: https://www.measuredwealth.net/contact

The 4% rule gets talked about like gospel in retirement planning. But let’s be honest, it’s always been more of a rough guess than a golden rule. Now, its original creator is revising it to 4.7%. So, does that mean your retirement paycheck just got a raise, or is this just another headline that oversimplifies a complex decision?

Resources

🌐 Our website: https://www.measuredwealth.net/

📞 Phone: 603-431-1444

🔎 Explore our range of services: https://www.measuredwealth.net/services

📅 Schedule a meeting with our team: https://www.measuredwealth.net/contact

By now, you’ve probably heard of the One Big Beautiful Bill—but does it live up to its name for individual taxpayers? George is joined by Matt Barbour, Managing Partner of McLeod Ascanio in Portland, Maine, to explore what the legislation really means for everyday filers. Together, they break down key provisions and share practical steps you can take to plan ahead. 

Learn more about McLeod Ascanio:

https://mcleodascanio.com/

Resources

🌐 Our website: https://www.measuredwealth.net/

📞 Phone: 603-431-1444

🔎 Explore our range of services: https://www.measuredwealth.net/services

📅 Schedule a meeting with our team: https://www.measuredwealth.net/contact

Welcome to the very first episode of Financial Futures! Host George Zaharopoulos and Measured Wealth founder Ed Benway kick things off with a lighthearted look at what this new show is all about. From boosting your “financial IQ” to making sense of markets, retirement, and planning for the future, they share the vision for bringing fresh insights (and a little entertainment) to your money conversations. 

Resources

🌐 Our website: https://www.measuredwealth.net/

📞 Phone: 603-431-1444

🔎 Explore our range of services: https://www.measuredwealth.net/services

📅 Schedule a meeting with our team: https://www.measuredwealth.net/contact