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 believe advice isn’t everything. Sometimes, there’s no substitute for your own experiences and life lessons learned. Here’s an example of what I mean: My fiancee…
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 the good stuff fast so you can get back to work. So I’ll keep this short, and get to the point. I’m going to share…
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 you can learn. That doesn’t mean good money habits are easy to form, and it can be a massive struggle and challenge to make the change…
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 clients as possible build and grow wealth to the point where they can enjoy financial independence. It’s also my own personal goal for my financial…
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 one that helps guide my clients — is to use money as a tool to live a life I love today… while still planning responsibly…
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 and acquaintances want my take on the financial side of wedding planning). While I’ve helped many people set up savings goals and responsibly spend on…
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 for us, there’s a better way. The more I speak with people about their finances, the more I realize how interesting humans really are. We…