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You need COBRA and Medicare Part...

I have run into this problem so often recently, and was just referred to another Consolidated Omnibus Budget Reconciliation Act (COBRA) coverage casualty.  Although birds and mammals are sometimes eaten, the […]

February 12, 2021 Read more
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Should Investors Root For Tom Brady...

The Super Bowl Indicator suggests stocks rise for the full year when the Super Bowl winner has come from the original National Football League (now the NFC), but when an […]

February 5, 2021 Read more
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Retirement Savings and the Millennial Generation:...

The Millennial generation is perhaps one of the more interesting generational demographics.  Millennials are changing the way many jobs, industries, and organizations function thanks to new ideals on work-life balance, […]

February 2, 2021 Read more
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Story of a 7 Year Website

Guess what? Today’s the last day of the longest financial advisory web-development project EVER. At least, I think it might be. I’d like to invite you to check out the […]

January 13, 2021 Read more
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Charitable Remainder Trust: Everything You Need...

Ever since the implementation of the Tax Reform Act of 1969, many people and families have begun setting up Charitable Remainder Trusts (CRTs) in order to save money on taxes […]

December 5, 2020 Read more
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Do Your Parents Need Long-Term Care...

We live in an age of medical miracles. People live longer than ever before and life expectancies are increasing at a steady rate. Think about this. In 1970, the average […]

November 5, 2020 Read more
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Crucial Lessons in Financial Planning Begin...

Wanting to provide guidance and support to those you care about is something that all parents can relate to. We as parents want to support them with advice and our […]

September 5, 2020 Read more
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How to Budget Without Actually Making...

Creating a budget sounds like it can be a pretty stressful task. But a budget doesn’t have to be full of complex documents, scary numbers & percentages, or even strict […]

August 5, 2020 Read more
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Planning for Retirement: The 3 Bucket...

For most of our lives, retirement is seen as a destination. It’s a place we get to at the end of our careers after lots of hard work and dedication, […]

May 5, 2020 Read more
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Can You Afford to Have One...

For many families, wondering whether one or both spouses need to be working is an important question.  Unfortunately, most dual income couples feel that both of them have to work […]

March 5, 2020 Read more

Investment Review

$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.

CFP Review

$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.

Single Issue Plan

$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!