• About ME

    Gerard Dougherty - Helping Retirees with Financial Planning

    A Boston, Massachusetts-based financial advisor, Gerard “Gerry” Dougherty has written a book, Uncomplicated Money, as well as a number of articles published by kiplinger.com. A financial advisor since 1986, Gerard Dougherty has focused his expertise on helping retirees with their financial planning needs.

     

    Mr. Dougherty started out as financial advisor and then moved into management, eventually getting hired in executive management in 1994. He remained in this role until the Great Recession, when he was inspired to launch his firm Boston Independence Group, Inc, a financial planning firm designed to help Massachusetts retirees. He realized the gap in financial services after many clients reported losing a significant part of their assets after the recession.

     

    Today, he continues to help this population with finding strategies to protect their assets. His philosophy is to get his clients to understand the importance of protecting wealth as opposed to building it the closer they get to retirement.

     

    In addition to his writing, Gerry Dougherty hosts Making Money Last, a radio program for which he was awarded the “10 Years of Excellence Award” from the station WCRN.

     

  • Education

    National Social Security Association

    Jan 1, 2018 - Jan 1, 2018

    National Social Security Advisor

    Penn State University

    Jan 1, 2000 - Jan 1, 2002

    Financial management and Leadership

    American College

    Jan 1, 2000 - Jan 1, 2002

    CLF

    University of Massachusetts, Amherst

    Sep 1, 1977 - Jan 1, 1981

    BA - Political Science, Economics

  • Professional Experience

    National Social Security Association

    Jan 1, 2018 - Jan 1, 2018

    National Social Security Advisor

    Penn State University

    Jan 1, 2000

    Jan 1, 2002

    Financial management and Leadership

    American College

    Jan 1, 2000 - Jan 1, 2002

    CLF

    University of Massachusetts, Amherst

    Sep 1, 1977 - Jan 1, 1981

    BA - Political Science, Economics

  • Gerard Dougherty's Online

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    Gerard Dougherty

  • The Blog

    Thoughts, musings, and ruminations.

    The Boston Independence Group, a financial services firm, produces the Retirement Is Within Reach...
    As retirement approaches, it's natural to focus on the financial aspects of this significant life...
    Having a reliable source of income cultivates confidence in one's ability to face retirement. The...