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    Financial Planning

    The $50,000 College Mistake I Almost Made: Lessons From Sending My First Son to College

    It's been nearly a month since I dropped my son Luke off at college, a milestone that arrived faster than I ever imagined. I can't help but reflect on the journey that got us here and the costly mistakes we managed to avoid along the way.

    What Fantasy Football Teaches About Investing That Wall Street Won’t

    What does it mean to build the right team? My son Griffin could tell you. He’s obsessed with...

    What is the true definition of wealth?

    What is the true definition of wealth? In my line of work, I see plenty of people one would call...

    3 Retirement Mistakes 45-Year-Olds Make (And How to Avoid Them)

    If you're in your mid-40s like us, you're likely juggling a lot right now: career responsibilities,...

    The One Big Beautiful Bill Act: What It Means for Your Retirement

    The One Big Beautiful Bill Act Highlights: A Summary of Critical Changes The Tax Cuts and Jobs Act...

    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...

    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.

    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...
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