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    Financial Planning

    Declaration of Financial Independence: Why Even Millionaires Need a Better Plan

    Independence Day naturally brings to mind concepts of freedom and liberty. But what does financial independence really mean, and how can you achieve it? This question is central to the work we do with our clients every day.

    NoBondsCast: "Fitness to Finance" - Wealth Building Q&A with Ashley Cotler

    What do financial planning and your fitness routine have in common? More than you might think.

    The Financial Playbook for Athletes Who Want to Win Long-Term

    Most people confuse financial planning with spreadsheets and fancy charts. But a real financial...

    What’s the worst financial decision someone can make?

    The other day, I was driving north on Route 1 in Walpole, Massachusetts. Just as I passed the...

    Why the right financial plan already accounts for today's crisis

    Let me start with something you might be feeling but haven’t said out loud:

    Why Early Planning for College Matters: Insights from Our Family Journey

    For the past 15 years, I've been discussing college planning with many of our clients, but now that...

    Ask For What You Want: A College Decision and Financial Planning Story

    This is the third of a three-part series on College Planning. To read the first segment, click...

    7 Questions Parents Should Ask Regarding How to Pay for College

    This is the second of a two-part series on College Planning. To read the first segment, click here.

    Beyond the Million-Dollar Mark: Defining Your Retirement Goals

    A number is not a retirement goal; what’s your goal, really?

    Are You Being Burned By Variable Annuities?

    A few years back, I met a prospective client — let's call him Peter. He came to me through a...
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