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Retirement or Retirements?

More choices/options are available with each passing year in almost every aspect of life. When I was a kid, there may have been 10-15 options for popsicles in the frozen […]

April 15, 2023 Read more
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Don’t Skip the Memories; How Much...

Let me paint you a picture. It’s day 3 of a 7-day school vacation week in February, and my wife and I are coming off a few no-school snow days; […]

March 13, 2023 Read more
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Roth IRA Contribution Deadlines; Details to...

Tax season looms over many households as we enter the final weeks of winter; for some, it’s something to fear and dread each year, and for others, it’s nothing but […]

March 8, 2023 Read more
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Financial Choices and Obstacles; Let’s Hit...

Are you ready to hit the slopes!? Skiing is more than just a fun activity – it’s a journey of choices and obstacles. On a ski day, we all start […]

February 24, 2023 Read more
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500k Is a Comfortable Middle-Class Income...

One of my most consistently popular blogs, hands down, is the piece “$350k/year for a Middle-Class Lifestyle.” Without a doubt, I get more web traffic, inquiries, and conversations from that […]

February 16, 2023 Read more
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Setting Yourself Up for Success in...

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 […]

January 25, 2023 Read more
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Is Massachusetts the Best State for...

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 […]

January 18, 2023 Read more
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Year-End Financial Checklist – Some Helpful...

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, […]

December 16, 2022 Read more
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Holiday Budgeting – Perspective is the...

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 […]

November 18, 2022 Read more
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Trick or Treat! – 3 Falsehoods...

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. […]

October 28, 2022 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!