I haven’t lived through too many of those moments when you can specifically answer the infamous question: “Where were you when [insert world event] happened?” I
Read More
For those who saved and invested, one of the hardest decisions to make during your retirement may be which accounts should fund your spending. Many savers have
Read More
Unless you are a CPA who audits public companies, you’ve probably never heard of familiarity risk. Familiarity risk are risks that you may be incurring that
Read More
I’m not the biggest Red Sox fan in the world, but there are few things I love to do more than visit Fenway Park. A few weeks ago, I started working towards my
Read More
Often (read: 98% of the time), conversations with my Mom include me asking the question “Didn’t you see my text?” The answer is immediate, and one of two
Read More
There is a lot of news regarding elder abuse and the tactics used to confuse older, senior investors. According to regulators, anyone over age 60 is considered
Read More
Roughly six weeks ago, after a nearly twenty-two month absence, Khrista and I returned to Fenway Park with a couple of guests. One guest was a longtime buddy of
Read More
As the calendar marches toward the final quarter of the year, there are certain financial rituals that many astute investors embrace. They routinely scour their
Read More
My first real-life experience with cancer was my Mom, who passed 37 years ago, just 5 months after our wedding. You may have noticed that you received the
Read More
Many people are more concerned about preserving their wealth for the next generation than they are about their own well-being or bucket list. Hat’s off to you
Read More
According to a business owner who recently failed at retirement, ‘retirement isn’t all it’s cracked up to be’. For this individual, it wasn’t about the money
Read More
My brother from North Carolina telephoned me out of the blue. “I think you and your family should join my friend and me on the Mount Lafayette Trail in the
Read More