[Hidden-tech] Financial Planner

David Greenberg david at grcomputing.com
Fri Oct 24 08:40:52 EDT 2014


Hi Dan,

You might try Rob Ostberg and Associates in Northampton. I like him as do a
number of people I know. www.*ostbergassociates*.com

David

On Fri, Oct 24, 2014 at 8:01 AM, <
hidden-discuss-request at lists.hidden-tech.net> wrote:

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> Today's Topics:
>
>    1. Re: estate planning reference? (Marlene Marrocco)
>    2. Re: estate planning reference? (Andrew Bellak)
>    3. Re: Estate Planner (Christine Parizo)
>    4. Re: estate planning reference? (Ed Bride)
>    5.  Looking for a financial planner (Daniel Belmont)
>    6. test a redirect for me? (Christine Takacs)
>    7. Re: test a redirect for me? (Ted Trobaugh)
>    8. Annoying Outlook anomaly (Ed Bride)
>
>
> ---------- Forwarded message ----------
> From: Marlene Marrocco <marlene at inresonance.com>
> To: Bauer Adam <adam at dharmaboutique.com>
> Cc: Hidden Tech List <hidden-discuss at lists.hidden-tech.net>
> Date: Thu, 23 Oct 2014 10:55:37 -0400
> Subject: Re: [Hidden-tech] estate planning reference?
> Mike Siddal in Springfield - he's awesome!!!
>
>
> Marlene
>
> On Oct 22, 2014, at 5:55 PM, Bauer Adam <adam at dharmaboutique.com> wrote:
>
>
>
>
> Hi all,
> I am seeking referrals for a good estate planner-type person—savvy with
> basic will, health care proxies, durable power of attorney kind of stuff.
>
> don’t need a rocket scientist, no complicated trusts or major heavy
> lifting—but they need to know their stuff, and preferably be reasonably
> priced.
>
> I have people looking in the Boston area too, but I think there must be
> someone more Valley-local who can do excellent quality work at a more
> reasonable rate…
>
> thank you!
> adam
>
>
>     DharmaBoutique.com <http://dharmaboutique.com/>
> Sensual & Sacred Treasures
>       राम राम
>
> _______________________________________________
> Hidden-discuss mailing list - home page: http://www.hidden-tech.net
> Hidden-discuss at lists.hidden-tech.net
>
> You are receiving this because you are on the Hidden-Tech Discussion list.
> If you would like to change your list preferences, Go to the Members
> page on the Hidden Tech Web site.
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>
>
> Marlene Marrocco
> Vice President, Operations and HR
> *in**R**ESONANCE ... **Solutions that resonate*
> 32 Industrial Drive East
> Northampton MA 01060
> marlene at inresonance.com
> 413-587-0236
> www.inresonance.com
>
>
>
> ---------- Forwarded message ----------
> From: Andrew Bellak <Andrew at stakeholderscapital.com>
> To: jwerner at jwdp.com, Bauer Adam <adam at dharmaboutique.com>, Hidden Tech
> List <hidden-discuss at lists.hidden-tech.net>
> Cc:
> Date: Thu, 23 Oct 2014 11:32:51 -0400
> Subject: Re: [Hidden-tech] estate planning reference?
> Hi Adam,
>
> Sending greetings from me and Terry.
>
> Try Seunghee Cha with Bulckley Richardson.
>
> She has an Amherst office.
>
> Tell her I sent ya!
>
> Best
> Andrew
>
> On October 23, 2014 8:57:35 AM EDT, Jan Werner <jwerner at jwdp.com> wrote:
>>
>>
>>
>>
>> Having recently been executor for the estates of several relatives, I
>> strongly suggest using someone who specializes in estate work.  There
>> are just too many details that a non-specialist might overlook but that
>> can cause problems when it is too late to do anything about them.
>>
>> My personal recommendation would be Virginia Smith, at Parese, Sabin,
>> Smith & Gold, LLP in Pittsfield for a Massachusetts estate.
>>
>> Jan Werner
>> ______________
>>
>> Bauer Adam wrote:
>>
>>>
>>>
>>>
>>>
>>>
>>>  Hi all,
>>>  I am seeking referrals for a good estate planner-type person—savvy with
>>>  basic will, health care proxies, durable power of attorney kind of stuff.
>>>
>>>  don’t need a rocket scientist, no complicated trusts or major heavy
>>>  lifting—but they need
>>>  to know
>>> their stuff, and preferably be reasonably
>>>  priced.
>>>
>>>  I have people looking in the Boston area too, but I think there must be
>>>  someone more Valley-local who can do excellent quality work at a more
>>>  reasonable rate…
>>>
>>>  thank you!
>>>  adam
>>>
>>>
>>>  DharmaBoutique.com <http://DharmaBoutique.com>
>>>  Sensual & Sacred Treasures
>>>         राम राम
>>>
>>>
>>>
>>> ------------------------------
>>>
>>>  Hidden-discuss mailing list - home page: http://www.hidden-tech.net
>>>  Hidden-discuss at lists.hidden-tech.net
>>>
>>>  You are receiving this because you are on the Hidden-Tech Discussion list.
>>>  If you would like to change your list preferences, Go to the Members
>>>  page on the Hidden Tech Web site.
>>>  http://www.hidden-tech.net/members
>>
>>
>>
>>
>>
>>
>>
>>
>>
>>
>>
>>
>>
>>
>> *------------------------------Hidden-discuss mailing list - home page: http://www.hidden-tech.net <http://www.hidden-tech.net>Hidden-discuss at lists.hidden-tech.net <Hidden-discuss at lists.hidden-tech.net>You are receiving this because you are on the Hidden-Tech Discussion list.If you would like to change your list preferences, Go to the Members   page on the Hidden Tech Web site.http://www.hidden-tech.net/members <http://www.hidden-tech.net/members>------------------------------This email has been scanned by the Symantec Email Security.cloud service.For more information please visit http://www.symanteccloud.com <http://www.symanteccloud.com>------------------------------*
>>
>>
> --
> Sent from my Android device with K-9 Mail. Please excuse my brevity.
>
>
> ---------- Forwarded message ----------
> From: Christine Parizo <christine at christineparizo.com>
> To: hidden-discuss at lists.hidden-tech.net
> Cc:
> Date: Thu, 23 Oct 2014 11:50:20 -0400
> Subject: Re: [Hidden-tech] Estate Planner
> Hi Adam! David Carlson in East Longmeadow is awesome. He knows his stuff
> and is very reasonable, and a nice guy to boot.
> http://www.davidgcarlson.com/
>
> His number is 413-525-1313. Tell him I sent you. I used to work for him,
> so it speaks volumes that I'd recommend him :)
>
>
> ---------- Forwarded message ----------
> From: Ed Bride <Ed at edbride-pr.com>
> To: "'Hidden Tech List'" <hidden-discuss at mm01.tnrnet.com>
> Cc:
> Date: Thu, 23 Oct 2014 13:40:02 -0400
> Subject: Re: [Hidden-tech] estate planning reference?
> Although I am not a client of Virginia Smith, I know her work, and second
> Jan's recommendation...both in terms of hiring specific expertise, and
> Virginia in particular.
>
> Ed
>
> -----Original Message-----
> From: hidden-discuss-bounces at lists.hidden-tech.net [mailto:
> hidden-discuss-bounces at lists.hidden-tech.net] On Behalf Of Jan Werner
> Sent: Thursday, October 23, 2014 8:58 AM
> To: Bauer Adam; Hidden Tech List
> Subject: Re: [Hidden-tech] estate planning reference?
>
>
>
>
> Having recently been executor for the estates of several relatives, I
> strongly suggest using someone who specializes in estate work.  There are
> just too many details that a non-specialist might overlook but that can
> cause problems when it is too late to do anything about them.
>
> My personal recommendation would be Virginia Smith, at Parese, Sabin,
> Smith & Gold, LLP in Pittsfield for a Massachusetts estate.
>
> Jan Werner
> ______________
>
>
>
>
>
> ---------- Forwarded message ----------
> From: Daniel Belmont <dbelmont2 at gmail.com>
> To: Hidden-discuss at lists.hidden-tech.net
> Cc:
> Date: Thu, 23 Oct 2014 13:52:58 -0400
> Subject: [Hidden-tech] Looking for a financial planner
> Hello All --
>
>    I am looking for a financial planner to help me with how to invest
> money from an inheritance and as well to plan for retirement.
>
> Thanks !
>
> Dan
>
>
> ---------- Forwarded message ----------
> From: Christine Takacs <christine at raptcreative.com>
> To: Hidden Tech <Hidden-discuss at lists.hidden-tech.net>,
> joomlaug at googlegroups.com
> Cc:
> Date: Thu, 23 Oct 2014 15:59:37 -0400
> Subject: [Hidden-tech] test a redirect for me?
> Hi Techie Friends!
> I promise this will not unleash an evil genie in your computer. But would
> you mind testing these redirects for me and let me know if you have trouble
> getting to the Financial Planning Symposium registration page?
> I've tested and had no problems but apparently someone has and that is
> enough to cause unrest.
> Could you let me know your results either way so they know we've done a
> good sampling?
>
> financialvt.org and www.financialvt.org
>
> *Best Regards,*
> Christine Takacs, Creative Director
> *Rapt Creative*
> *The Right Kind of Attention*
>
> 73 Main Street, Suite #14
> Brattleboro, Vermont 05301
> office: 802-490-2164  <callto:8024902164>
> mobile: 802-221-4692  <callto:8022214692>
>
> <http://www.linkedin.com/in/raptcreative>
> <http://www.linkedin.com/in/raptcreative>
> <http://www.linkedin.com/in/raptcreative>
>  <http://www.linkedin.com/in/raptcreative>
>
>
> ---------- Forwarded message ----------
> From: Ted Trobaugh <ftrobaugh at gmail.com>
> To: Christine Takacs <christine at raptcreative.com>
> Cc: joomlaug at googlegroups.com, Hidden Tech <
> Hidden-discuss at lists.hidden-tech.net>
> Date: Thu, 23 Oct 2014 16:48:46 -0400
> Subject: Re: [Hidden-tech] test a redirect for me?
>
> On Thu, Oct 23, 2014 at 3:59 PM, Christine Takacs <
> christine at raptcreative.com> wrote:
>
>> www.financialvt.org
>
>
> No evil genie.  The redirects worked for me, no problem.
>
> Ted
>
>
> ---------- Forwarded message ----------
> From: Ed Bride <Ed at edbride-pr.com>
> To: HiddenTech <hidden-discuss at mm01.tnrnet.com>
> Cc:
> Date: Thu, 23 Oct 2014 20:32:08 -0400
> Subject: [Hidden-tech] Annoying Outlook anomaly
>
> HTers,
>
>
>
> I run my office on a laptop and docking station, never shut the computer
> off except rarely when installing a software update (iTunes, Windows, AOL,
> etc.). Today, after shutting down and re-starting, my Outlook mail searches
> mostly come up empty. That is, no matter what folder I look into, to try to
> find someone by name or by message content, anything that was posted before
> early afternoon (when the computer started again) is not found by the
> search. The messages are there –I can find them manually--, but the search
> says they’re not.
>
>
>
> Has anybody ever run across  this, and if so, did you fix it? How? I did a
> Windows update, shut down, started up again, but no change in behavior.
> It’s very annoying, disruptive, and costly, in terms of my time.
>
>
>
> Thanks,
>
> Ed
>
>
>
> = = = = = = = = = = = = = = = = =
>
> *Edward J. Bride*
>
> Technology Public Relations
>
> Twitter: @EdwardBride
>
> LinkedIn: Ed Bride
>
> 413-442-7718
>
> [image: EBA logo]
>
>
>
> _______________________________________________
> _______________________________________________
> Hidden-discuss mailing list - home page: http://www.hidden-tech.net
> Hidden-discuss at lists.hidden-tech.net
>
> You are receiving this because you are on the Hidden-Tech Discussion list.
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> page on the Hidden Tech Web site.
>
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