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There’s a great quote that has stuck with me over the years, and it has offered me simple kick-in-the-rear motivation when I need it.    ”It takes as much energy to […]

Is Massachusetts the best state for families? WalletHub recently published a comparison chart that rates each state across the U.S. on a proprietary scale to determine which states are the […]

The holiday season is moving along fast and furiously for most of us, and it can be challenging to find time to wrap presents or enjoy a late-season football game, […]

I know; we barely finish packing the Halloween costumes and composting our jack-o-lanterns before the year’s end holiday consumer rush bludgeons down upon us. Now, I’m no scrooge; I enjoy […]

It’s that time of year, “Spooky Season.” When I was growing up, we just called it Halloween, but there’s always an opportunity to market a holiday as long as possible. […]

Financial planning is essential.   You must save money, pay your bills, invest for the future, and take care of your family.  But now and then, you may hit a mental […]

I know it’s not the most fun subject to talk about; still, with all the constant coverage of inflation on the news, I feel it’s important to share some perspective […]

I hate to be the voice that may rain on some parades, but the perfect work-life balance doesn’t exist. No, this isn’t a list of the jobs with the best […]

Roth 401(k)s are becoming increasingly popular, and as a family financial planner, I hear more questions from clients regarding contributing to both Roth 401(k)s and Roth IRAs.  The two questions […]

I’ve recently come across an article published by Anytime Estimate, a company that provides tools and calculators for people interested in buying and selling real estate. The company polled over […]