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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
3 Ways to Use a Personal Finance System to Help You Do More with Your Money
Part of the value of building out a complete financial plan for yourself is that in doing so, you create a process for moving from where you are right now…
Read More
How We Balance Frugality with the Reality of YOLO and FOMO
I have to be honest with you: I can’t help but cringe when I see so-called “financial advice” that is focused exclusively around crazy ways to go great lengths to…
Read More
How Much House Equity Are You REALLY Building?
One of the big arguments for home ownership or buying a house goes something like this: “When you rent, you’re just throwing money away because you’re not building house equity….
Read More
Financial Advisor Vs Planner: What’s the Difference?
“Are you a financial advisor, or a financial planner?” I’ve had a handful of people ask me this at events I’ve attended or spoken at, and I can understand why…
Read More