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It’s hard to imagine that just a few decades ago in the 1980s, the average household income was barely more than $50,000.  Nowadays thanks to surging populations in the metro […]

Boston, the largest city in New England, is famous for great seafood, thick accents, Fenway Park, and the country’s most historic Marathon. But there are things about the Boston area […]

As a fee-only financial advisor, I never wanted my advice to be perceived as anything other than impartial.   In my first year in practice, a veteran advisor at my former […]

The author and financial advisor Suze Orman once said, “I love the Roth IRA. Tax-free income in retirement is a truly great deal.” Many investors, young and old alike, justifiably […]

Regardless of your financial knowledge or situation, it’s wise to save money to invest in your retirement. The more you save now, the better off you will be once you […]

I have been accused of being an eternal optimist, so if you want the doom and gloom headlines this is not the blog for you. If you knew 1 year […]

Online trading has become more risky This month I have had a conversation with 3 different clients about their children and money.  Their children have started asking about trading stocks.  […]

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 […]

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 […]

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, […]