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    Financial Planning

    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...

    5 Questions You’ve Been Told to Ask Financial Advisors (And Why They Won’t Help You Choose One)

    With the extra volatile post-pandemic economy, potential changes in the tax landscape, and the...
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