617.209.2224

CLIENT PORTAL

James Bode

MANAGING PARTNER

    Factoring Private School Funding Into Your Financial Equation?

    My wife Crista and I are in an interesting spot regarding the education of our children. We have three kids: one is a high school sophomore who’s already starting to think about college; one’s in middle school; and the youngest is in elementary school. All three of them are currently enrolled in the public school system.

    What Does Living Well Mean to You?

    When I think about “living well,” the first thing I notice is that for me, living well has very...

    Four Signs You May Be Getting Bad Financial Advice

    People often ask me what makes for a great financial advisor. Honestly, this question doesn’t even...

    Estate Planning: 6 Ways To Financially Prepare Before You Die

    If I knew today was my last day, what would my legacy be? This isn’t a comfortable question, but...
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