In financial planning, it’s easy to lose sight of the goals when the numbers and strategy often dominate the available focus. But as a family financial planner, I often need […]
Every few minutes, someone on TV (or web stream) is shouting about the economy. One channel says it’s booming. Another says it’s collapsing. One headline blames high egg prices, another […]
Baseball is dominating my family calendar these days. With the NBA Finals wrapped up, school out, and summer officially here, we’ve fully entered ballpark season. (Humblebrag incoming…) My two oldest […]
I must say, the Celtics’ recent postseason was their most disappointing in years. Ok, yes, and I can also say that I’m grateful for everything that transpired in the 2024 […]
I often discuss the importance of diversification, but it’s worth revisiting the concept with fresh eyes in a market filled with mixed signals, tariffs, volatility, talking-head panic, and uncertainty. While […]
A few weeks ago, I sat across from a thoughtful, successful couple of parents. They’re professionals and very proud of what they’ve built. Midway through the conversation, the husband leaned […]
Last weekend, my wife and I had a rare night out without the kids. We attended a school fundraiser, and it was a lovely evening filled with friendly faces, casual […]
Standing in the candy aisle before Easter feels like managing a portfolio. There are so many colorful choices, shiny wrappers, and promises of satisfaction, but filling your basket with everything […]
With the new administration hard at work, egg prices causing people to panic like rustled hens, and tariffs of uncertainty in the air, many are worried about a potential recession. […]
“For me, the pain is still too near.” – Legolas, Lord of the Rings, after Gandalf fell to the Balrog. Ok, it’s not that terrible/dramatic, but as a UConn fan […]
$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.
$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.
$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!
