Who is the big “bear” that works on Wall-Street, lives in Boston, and has a British accent?

Financial Planning as a Process

Oftentimes when I speak with a potential client for the first time, they have one item in mind that they want to discuss.  Typically, this is a pain point that has surfaced recently where they have realized they are out of the depth of their knowledge.  Maybe they have done a great job accumulating money. Now that they have it, they don’t know the most...

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Who is Jack Bogle and who are the Gotrocks?

Who is Charlie Munger and what are Mungerisms?

Death and Taxes

If Warren Buffett gets investment advice, shouldn’t you?

Lifestyle Creep and How to Avoid It

No I’m not talking about the plot of a scary movie.  Though the idea of Lifestyle Creep could possibly be a Hollywood Blockbuster.  I’m talking about the idea that over time, as we earn more, we spend more, oftentimes without consciously making the decision.  The trouble with this is that it occurs without us noticing.  The only way to combat it is to have a...

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Health Savings Accounts

Loss Aversion Revisited: Brains Scans & Practical Solutions

8 Financial Planning Myths