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Today, the definition of the middle class is in constant fluctuation and debate. Is the middle class disappearing? Is a middle-class lifestyle today different from what our understanding of it […]

Life starts relatively simple and then seems to hit a “point of no return.” Post-college life, job, career, marriage, and then kids! Having a family amplifies the hectic-busyness of everyday […]

We often discuss planning, saving, contributing, and the wide range of various things that go into a proper financial plan; however, we only once in a while talking about EXACTlY […]

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.  […]