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Posts about
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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