“For me, the pain is still too near.” – Legolas, Lord of the Rings, after Gandalf fell to the Balrog. Ok, it’s not that terrible/dramatic, but as a UConn fan […]
As I discuss often, it’s not about how much money you make but how intentional you are about spending and saving habits. People tend to punish themselves if they spend […]
I won’t pain you with a “new year, new you” tangent; I’m sure you’ve seen/heard plenty of those over the past few weeks. But I will say this: reviewing your […]
When I was a younger man, back in the 1990s, there were a lot of self-help and motivational speaker publications. One book that was very popular with anyone interested in […]
It’s tough being a parent in an age where kids constantly see examples of instant gratification everywhere they look. Children are under a constant barrage of media and content focusing […]
College is a far cry from the financial commitment it used to be. According to data provided by the Education Data Initiative, college tuition for a four-year program has increased […]
I have four beautiful kids, and anyone who is a parent understands there are opportunities for each to learn daily. I’m not talking about schooling; I’m talking about real-world moments […]
Okay, here we are; college is fully back in session. Tailgating, overnight exam cramming, campus events, and, of course, house parties are all happening in full swing. College is at […]
“Someone told me this is how much I needed;” this is the common reply I get from clientele when first discussing their “retirement savings magic number,” which they believe they […]
$500 - Available to DIY and DIWM subscribers (included with DIFM package)
An in-depth review of your current portfolio of investments, based on my proprietary Thrive Method, a program I’ve developed over decades of experience. You’ll receive a custom-generated list of suggestions, actions, and strategies to help maximize your investment and asset allocation. The review features a calculated risk analysis, current cost analysis, and investment performance analysis.
$750 - Available to DIY subscribers (included in other packages)
A one-page financial plan that not only contains information about your current situation but also provides insights to help guide future-focused strategies and decisions. Imagine taking tens if not hundreds of pages of financial data and distilling it into an actionable doctrine - this is the Thrive Certified Financial Planner Review.
$250 Each - Available to DIY subscribers (included in other packages)
We create a customized, concise, and easily accessible plan to address a specific issue you’re concerned with and outline how to approach it. Some examples include college planning, pension options, retirement readiness, early retirement healthcare, social security, and many more!
