I’ll Always Root for Team USA,...
Let me get this out of the way early. I’m an unabashed patriot. And yes, that includes the New England Patriots, even if the dynasty years feel a little further […]
March 9, 2026
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The 50/30/20 Rule: Life ≠ Ratios
The 50/30/20 rule: spend 50% on needs, 30% on wants, and save 20% for the future. It’s clean and easily digestible; it feels like the kind of structure people crave. […]
February 27, 2026
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The “Great Wealth Transfer” Is Underway:...
We’re standing at the front edge of one of the most significant financial shifts in history. Over the next 20 years, trillions of dollars will transfer from Baby Boomers to […]
February 20, 2026
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New Year, New Me… Again? Repeating...
As I’m writing this, we’ve officially passed “Quitter’s Day,” that point in January when most New Year’s resolutions quietly fall apart. The gym crowds thin out, and the greens-focused meal […]
January 29, 2026
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Switching Financial Advisors: Lessons From the...
As I sit here gleefully writing this blog, the New England Patriots just wrapped up their season at 14-3, a dramatic turnaround from finishing 4-13 over the previous two seasons. […]
January 7, 2026
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Family Financial Talks Over the Holidays...
The holidays have a funny way of bringing up feelings that have been simmering under the surface throughout the year. And one well-intentioned comment about money can turn a perfectly […]
December 19, 2025
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Career Transitions and Lessons of The...
This Celtics season, things are different. Jayson Tatum is out for the foreseeable future, and veterans from the championship run have moved on. We’re all seeing lineups we couldn’t have […]
December 11, 2025
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The Obligatory Year-End Planning Blog (But...
Every year around this time, I swear the calendar hits fast-forward. We go from the first-day-of-school pictures…to pumpkins and costume chaos…to Thanksgiving pies…And suddenly we’re staring down the holidays, wondering how the year […]
December 6, 2025
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Weight Loss, Volatile Markets, and Thanksgiving...
When I wrote Financial Resolutions back in early 2024, my goal wasn’t to hit a magical number—it was to stay consistent. To treat my health the same way I treat […]
November 26, 2025
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