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How to Recreate Your Paycheck in Retirement

The retirement planning strategies most people get wrong - and how to get them right

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Weekly Updates

Wednesday Reading List: Concentrated Stock Strategies and Retirement Tax Planning

This Week's Takeaways: Self-insuring for long-term care works best when you designate and invest a specific pool of assets to provide growth, liquidity, and tax-efficient ...
Investing

Stock Investing Mistakes

Table of Contents Investing is as Easy as Losing WeightFAQs About Stock Investing Mistakes You can get wealthy through disciplined investing and avoiding common stock ...
Weekly Updates

Wednesday Reading List: Saving the Bull Market and Tax Planning

My latest: Rent or Buy in Greater Boston Right Now? The rent-versus-buy debate usually hardens into complicated dogma. So, I looked at the numbers for ...
Financial Planning

Rent or Buy in Greater Boston Right Now?

One thing I don’t like about the rent versus buy debate (aside from how emotional and dogmatic it can get) is that it typically fails ...
Weekly Updates

Wednesday Reading List (6/17/26): Ceasefire, Fear & Greed, and Fixing Social Security

This Week's Takeaways: The ceasefire has market bulls excited, pointing to the reduced recession risk coming from oil prices dropping, inflation improving overall, and the ...
Weekly Updates

Wednesday Reading List (6/10/26): Rent vs. Buy, Real Estate Deep Dive, and a Retirement Income Plan

This Week's Takeaways: Three updated economic models show that homebuyers may need to adjust to mortgage rates that remain meaningfully above pandemic-era lows, as a ...
Financial Planning

You Need an Estate Plan

You need an estate plan to protect you and your family in the event of disability or death. Here's a look at the documents to ...
Financial Planning

Wealth-Management Checklist 2026

Table of Contents The BasicsNext LevelAdvanced Capital Allocation and InvestingMinimizing Taxes *Protecting Your Family and Your AssetsFrequently Asked Questions Looking for a resource to make ...
Weekly Updates

Wednesday Reading List (6/3/26): Inflation Protection, Tax-Planning, and Investing at All-Time Highs

This Week's Takeaways: The homebuilding industry has struggled since 2022 and Berkshire Hathaway just made a big bet perhaps signaling the beginning of a turnaround ...
Weekly Updates

Wednesday Reading List (5/27/26): Real Estate Struggles, Earnings and AI Stocks, and Planning Tips

This Week's Takeaways: Residential real estate price appreciation nationally isn't keeping pace with inflation, indicating negative real returns, and price appreciation is slowing across the ...
Weekly Updates

Wednesday Reading List: Retirement Tax Planning, Rising Rates, Inflation Policy, and Buying that Vacation Home

This Week's Takeaways: Shifting to higher-yield cash savings could mean billions of dollars yearly in extra returns for U.S. investors who have too much set ...
Weekly Updates

Wednesday Reading List

Investors may be overly focused on whether the Fed will cut or raise rates next and ignoring more important return-drivers, but if we are in ...