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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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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Unexpected Benefits of Financial Planning: What Happens When You...
Major life events like buying a home, getting married, having a child, starting a business, and investing for the future make the benefits of financial planning and talking about money…
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How Your Health Savings Account Can Supercharge Your Financial...
I recently attended an event hosted by Fidelity in Washington DC. During the event, I spoke with a gentleman who helped write the regulations for several tax advantaged investment accounts back…
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Here’s How to Stop Fighting About Money with Your...
Do you ever find that your conversations with your spouse or significant other get derailed when the topic of money comes up? If you said yes, you’re not alone. This…
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Top 10 Reasons Not To Use Your Parents’ Financial...
As we approach the holidays, I thought it would be fun to “make a list and check it twice.” This list really has nothing to do with the holidays or…
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