Fall is here. Back-to-school mornings, kids’ sports in full swing, and the NFL season officially kicks off. I recently wrapped up my fantasy draft (along with a new NFL animal […]
A common philosophical misunderstanding with financial planning is that people tend to think it’s all about having enough or not enough money, but the common misttep is not knowing what […]
Harold was one of my closest friends and mentors, and he passed away this past July. Harold used to say he was always just “a couple of years from retiring.” […]
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 […]
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 […]
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 […]
As I discuss often, it’s not about how much money you make but how intentional you are about spending and saving habits. People tend to punish themselves if they spend […]
$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!
