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The Long View

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    The Long View: June 2026

    On your terms June arrives with long days and open water. School lets out, the calendar loosens, and the run toward the Fourth of July begins. Freedom is in the air, which makes it a good month to ask what freedom actually means. This month we sit with three answers. We meet Peter Kalianiotis, who learned the value of a plan inside his own family and now builds them for teachers, first responders, and the people who serve their communities. We look back on an afternoon in Osterville, where a father and son welcomed clients to the water. And Ben Beck, CFP® and Jim Bode talk through what financial independence really looks like, beyond the balance in the account. Independence, it turns out, has less to do with a number and more to do with living on your own terms. That is what this issue is about.

    The Long View: MAY 2026

    First Pitch May has a way of arriving with momentum. The lawn needs cutting again. The schedule...

    The Long View: APRIL 2026

    Built to hold A good financial plan often works in the background. It does its work through raises...

    The Long View: March 2026

    Planting Deep Roots March has a way of reminding us that time is moving. The days are getting a...

    The Long View: February 2026

    What Endures Endurance is intentional. It doesn’t happen by accident. It’s built through steady...

    The Long View: January 2026

    Progress, Not Perfection January often brings a mix of optimism and pressure, the feeling that...

    The Long View: December

    Reflecting, Celebrating, and Looking Ahead As the year comes to a close, it’s a natural moment to...

    The Long View: November

    Giving Thanks, Giving Back November invites us to slow down, gather with the people who matter...

    The Long View: October 2025

    Finding Strength in community What determines how we face life's greatest challenges? For some it's...

    The Long View: September 2025

    Seasons of Change: Making the Most of Life's Transitions September brings a distinct shift in...
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