I’ll be honest with you: I’m not a big fan of life insurance. It’s a product you pay for with hopes that you never have to actually use it. It’s…
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You Don’t Need Life Insurance Until You Have This
Managing Lifestyle Creep: A Real-Life Example of Keeping Expenses Low (Even As Incomes Rise)
The term lifestyle creep describes what happens when you spend more money as you earn more money. You might also hear this referred to as “lifestyle inflation. It means the…
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Saving for College: What to Consider and What Tools to Use
Worried about saving for college and having enough to fund your kid’s education? Then let’s start with the good news: there are so many ways to pay for college. You…
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The Biggest Challenge in Creating Your Financial Plan: Finding Balance
It’s certainly not easy to find the perfect middle ground between saving and investing enough to secure your future goals while allowing yourself to spend enough to truly experience all…
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Upcoming IPO? Take These 3 Financial Planning Steps Now
An upcoming IPO at your company presents you with a huge opportunity to make a massive leap of forward progress in growing your wealth. With the potential for hundreds of…
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Make Little Money Details Add Up to Big Financial Impact
The next time we go out to eat, we’ll get $20 off our meal just because we have a habit of making reservations. We use OpenTable to book spots at…
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When to Start Financial Planning (and What to Think About First)
A lot of people I talk to aren’t sure of when to start financial planning. Do you have the same question, about when you should start? I could really sum…
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5 Ways to Take Advantage of Living in Boston (or Other Big Cities) Without Going Broke
Let’s face it: living in Boston comes at a price. While I love this city and am happy to both live here and base my business out of my downtown…
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Got a Cash Windfall? Take These Steps So You Don’t Screw It Up
Who doesn’t love the idea of suddenly, unexpectedly coming into a lot of cash? Although this idea of a cash windfall sounds great in theory, the reality isn’t always quite…
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