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 ...
Financial Planning Articles
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 ...
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 ...
The 5 Types of Wealth: 5 Simple Habits You Can Start This Month
Table of Contents Time Wealth : The Most Finite Wealth TypeSocial WealthMental WealthPhysical WealthFinancial WealthConclusionWant to learn more about retirement planning?Watch my free, on-demand retirement ...
Financial Advisor Benefits: Studies Show It’s More Than Money
People often seek out a financial advisor when important life events cause them to get serious about their finances. Whether approaching retirement, selling a business, ...
How to Find the Right Financial Advisor
Ready to get serious about your finances, but don’t know how to find the right advisor? You're not alone. Here's a simple framework that cuts ...
A Friend Asks: Do you beat the S&P 500?
A friend struggling as a DIY investor asked if my firm outperforms the S&P 500, which led to a conversation about how exactly advisors add ...
Open Enrollment Tips to Maximize Benefits
October is open enrollment time at work. Too many of us rush through our selections and default to last year's choices. That's a mistake. Your ...
Should I Sell or Rent My House?
You’re locked into a great mortgage. A refi from two years ago that was an amazing financial decision. You’re moving and you’d hate to lose ...
How to Use Debt to Build Wealth
Debt helps build wealth. It’s also complicated since it means borrowing money and paying interest. Some people fear this, since debt can multiply your losses ...