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…
Read More
Why You Need to Experience Things Yourself (and Not Just Take Good Advice)
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…
Read More
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…
Read More
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…
Read More
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…
Read More
Here’s How Much I’m Spending on a Wedding — and Why
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…
Read More
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…
Read More
Unexpected Benefits of Financial Planning: What Happens When You Start Talking About Money
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…
Read More
How Your Health Savings Account Can Supercharge Your Financial Success
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…
Read More