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 […]
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. […]
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 […]
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 […]
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. […]
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 […]
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 […]
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 […]
Your 30s are a strange financial decade. You’re not “new at this” anymore, but you’re also not at the finish line. You’ve got bills, maybe kids, maybe a mortgage, and […]
When some people hear “white glove service,” they usually think of luxury or pampering. But the truth is, white glove isn’t about indulgence; it’s about efficiency. You’re paying for saved […]
$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!
