Financial planning education
Free classes and educational tools for Massachusetts families — retirement, insurance, and portfolio balance. Led by Sanjeev Jha, licensed insurance professional & planning educator.
Live workshops
Virtual via Zoom and in-person sessions
Self-serve
Explore your financial picture with calculators that run in your browser — illustrative outputs, not personalized advice.
Review Roth, 401(k), brokerage, insurance, and real estate — topics that may be worth discussing with a qualified professional.
Open balance plannerDIME-based coverage analysis for educational and advisory use — not a consumer recommendation engine.
Start analysisRoth vs. traditional, 401(k) basics, and tax-bucket planning — including IRMAA lookback and survivor-spouse filing angles.
Term vs. permanent life, disability basics, and how insurance fits a broader plan — with clear compliance disclosures.
Allocation across liquid savings, retirement, real estate, and insurance — practical frameworks for everyday families.
Registration is free for most sessions. Reserve your spot and get Zoom or venue details by email.
No upcoming classes scheduled yet
Check back soon or contact us to express interest in the next session.
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