Lease or Buy a New Car
Should you lease or buy a new a car? It depends on how long you like to keep your cars and what your priorities are, ...
Financial Planning Articles
Disability Insurance Overview and Tips
Protecting yourself and your family in the event of a disability is an important step. The right disability insurance planning maintains your lifestyle if you ...
My Inside Divorce Podcast Appearance
Many thanks to Hindell Grossman of Grossman & Associates, Ltd. for having me on her Inside Divorce podcast series. I appreciated having the chance to ...
529’s and Financial Aid
College is expensive. In Massachusetts, UMass Amherst, a popular state school costs $30,790 per year for in-state students. A private option, Boston College, costs between ...
5 Timely Financial Planning Updates
The bear market and recession we’re facing, along with the government’s response, have provided planning items and opportunities to consider to best position your finances ...
5 Ways I Handle My Finances
I give financial advice for a living as a financial advisor (and through this blog and my book), so people ask me how I handle ...
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