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Outlook 2022 – Passing The Baton

Our resurgent economy grew at over a 6% pace in the first half of the year and is on track for over 5% growth for the year when 2021 draws […]

January 11, 2022 Read more
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Medigap Policy – How to Buy...

Buying Supplemental Insurance – Choosing a Medigap Policy  Retirement is a special milestone, but you need to be prepared for the journey ahead. Unfortunately, Medicare won’t cover all your healthcare […]

January 5, 2022 Read more
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Enjoying The Holidays for Generations

Here we are, another year winding down and a new one set to begin. The past two years have been somewhat of a chaotic blur to many of us. Think […]

December 22, 2021 Read more
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Mega Backdoor Roth IRA – A...

In September 2021, the House Ways and Means Committee passed a measure to end the “backdoor” and “mega backdoor” Roth individual retirement accounts. I wanted to touch upon this subject […]

November 21, 2021 Read more
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Avoid 13 Medicare Mistakes in 30...

Medicare is a complicated system that can have many different rules and regulations. It’s no wonder the majority of seniors make mistakes with their Medicare coverage. This blog will discuss […]

November 12, 2021 Read more
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Retirement Age in Massachusetts – When...

Retirement is about looking back on all your hard work and accomplishments over the years and starting on a new life journey comfortably.  However, retirement is different for everyone, and […]

October 13, 2021 Read more
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How to Start Saving for a...

Owning a home is a goal that most people have. Owning a home allows you to have independence and complete control over your residence. Homeownership can be a sound way […]

September 16, 2021 Read more
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Financial Planning for Engaged Couples: Tips...

Have you and your fiance discussed your soon-to-be joint financial logistics– including salaries, benefits, credit scores, bank accounts, bill paying, savings, and retirement? It’s ok if you have not, but […]

August 30, 2021 Read more
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Middle-Class Income: Renting vs. Owning in...

One of the most talked-about subjects right now is the real estate market. The American real estate market is hitting record numbers, with the median home sale price in the […]

August 2, 2021 Read more
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Middle-Class Income: Is Inflation Squeezing the...

It may be challenging to wrap your mind around the fact that the median household income in the 1980s was around $50,000. Now, in some of the most popular cities […]

July 15, 2021 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!