At the time of writing this, the Red Sox are in the thick of their 2025 postseason push. Every game matters. Every at-bat and every out matters; September baseball is […]
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 […]
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 […]
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 […]
I won’t pain you with a “new year, new you” tangent; I’m sure you’ve seen/heard plenty of those over the past few weeks. But I will say this: reviewing your […]
When I was a younger man, back in the 1990s, there were a lot of self-help and motivational speaker publications. One book that was very popular with anyone interested in […]
“Someone told me this is how much I needed;” this is the common reply I get from clientele when first discussing their “retirement savings magic number,” which they believe they […]
$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!
