The idea that you’re either “good” or “bad with money” is a myth. Good money habits are a choice that anyone can make and being “good with money” is something…
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Investing on Thin Ice: Record Stock Market Highs and the Inevitability of a Crash
My fiancee is from Georgia and has never walked on a frozen body of water (outside a small skating rink) in her life. A few weeks ago when we went…
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This Might Be Your Biggest Investment Temptation You Have to Avoid
I can’t tell you how many times that people tell me about their friend’s cousin’s girlfriend’s brother who got rich by choosing one or two stocks that performed well. “All…
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This Is the Best-Kept Secret to Financial Success
Most people waste a lot of time and energy seeking the one investment to solve all their financial worries. They want to unlock some secret to financial success that only…
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What’s Your Savings Rate? Here’s How We Save 30 Percent (or More) of Our Income
Financial freedom is the biggest goal I have right now — both personally and professionally. What I mean by that is it’s my goal to help as many of my…
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5 Ways We Save Money Living in Boston
When it comes to finances and building wealth as a financial planner in Boston, I live by a few important mantras. The most important one to me — and the…
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Here’s How Much I’m Spending on a Wedding — and Why
As someone who works with professionals in their 20s, 30s, and 40s, the topic of weddings comes up relatively often in client meetings (and even in casual conversation, as friends…
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How Do You Guarantee Investment Growth?
Let’s say your cash flow is set and you have extra money at the end of the month. Now you need to establish a plan to grow that money. You…
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Binary Decisions Are for Computers, Not for Humans
We often act like we live in a binary world, where we have only two choices: 0 or 1. These binary decisions work for computers, but not for humans. Luckily…
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