One of our biggest financial goals over the last 18 months was to save up and pay for our own wedding. Over the last year and a half, we saved…
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Financial Planning for Retirement Is an Important Thing, But It’s Not the Only Thing
What do you think of when you hear “financial planning?” If the answer revolves around financial planning for retirement, you’re not wrong… but it might also be an incomplete picture…
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The #1 Sign You’re Not Good with Money
There’s one sure way I can tell when someone is not good with money, even when they feel like they’re really nailing it. It’s not having lots of student loans…
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5 Money Mistakes I See People Make (That Are Super Easy to Fix)
Working with a financial planner is not always about what I actively do for my clients. Sometimes, it’s about what I stop them from doing. ANd, that can be even more…
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Why You Need to Experience Things Yourself (and Not Just Take Good Advice)
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 You Taking Advantage?
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 Form
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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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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