Why You Need to Experience Things Yourself (and Not...
I’m a financial planner. My job is to give financial advice to people and help them plan out the life they want using money as a tool. But I also…
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This Is the Best Financial Shortcut There Is: Are...
If you’re interested in a financial shortcut, you probably don’t have too much time on your hands. You’re busy, focused on a million things, and you need to get to…
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Yes, You’re Right: Good Financial Habits Are Hard to...
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...
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...
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...
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 —...
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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