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Barbara Shapiro, EDM2, MSF, CFP, CFS, CMC, CDFA, CeFT

President, HMS Financial Group

Phone: 781.251.2655
E-mail: bshapiro@hms-financial.com
www.hms-financial.com

Barbara Shapiro, President of HMS Financial Group, is a Certified Financial Planner™ and one of the first Certified Divorce Financial Analysts in Massachusetts. She holds a Master of Science in Finance from Suffolk University and is a Graduate of the Securities Industry Association Institute at the Wharton School. Additionally, she holds a Master of Education in Counseling from Boston University and a Master of Education in Moderate Special Needs from Northeastern University.

Latest Features

Building Wealth
September 2018

Estate Planning for Surviving Spouses: What to Do ASAP

As soon as you are able, you have some legal documents to review and plans to update to protect both you and your heirs.

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Building Wealth
June 2018

6 Tips for Those Who Have Lost a Spouse

From the practical to the emotional, here is some advice to help you get through the first year (or two) of your journey.

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Building Wealth
April 2018

IRS Scams: How to Spot Them and Report Them

If you're getting hounded by calls, emails or letters from the IRS, how do you know they're legit? Here are some warning signs of scams to watch out for.

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Building Wealth
January 2018

When Widows Are Forgotten: A Guide for Widows and the People Near to Them

They are all around us, but widows can sometimes feel invisible and forgotten. They need help. This I know from experience. And this is what they (and you) should do.

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Building Wealth
August 2017

Win the Lottery? Here’s the First Thing You Should Do

Any windfall can come with a sea of emotions and decisions. You need to clear your head, and then find the right help. A Certified Financial Transitionist (CeFT) may be just the ticket.

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Building Wealth
May 2017

The Emotional Side of Retirement Planning

Forget finances, you’ll never be ready to retire unless you've thought through exactly what you want your next chapter to be like.

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Building Wealth
February 2017

What to Do If You’re Divorcing Your Valentine

Breakups can be messy and very expensive, but here are six things you can do to prepare financially and emotionally that could help ease the pain.

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