If your social feeds looked anything like mine at the beginning of April, then all you were seeing was information about the solar eclipse. Rick and Tom were aware it was coming because I requested the day off work two YEARS in advance. So you could say I was a little excited for the experience, and...
You have probably heard the idea that it is more efficient to focus on the work you do best and delegate other tasks to someone else. That rule of thumb was never more true than last year when we were working on our new website. Now friends who know me well will probably reply, “Is there anything...
Don’t worry, I’m not talking about dance moves. Anyone who’s been to a wedding I attended will tell you there’s no such thing. What I am talking about is my best financial move, and that is easy to pick.
The best thing I’ve done financially is open a Roth IRA. From a tax perspective, it’s the...
I often say (a bit tongue in cheek) that even if I know nothing about someone, if they show me their financial budget, I’ll be able to tell you their priorities. I know what my own budget looks like and thought I knew what my priorities were… until recently when I learned about time budgets. I found...
While we probably visit the New York City area at least once a year, our visits usually revolve around Hoboken NJ or Manhattan to visit family or go to a major tourist destination. However, during a recent visit to our daughter Molly in New York City I got the chance to see some sites for the first...
I’ve heard that one of the great things about having kids is the chance to relive the best parts of your own childhood. There’s no doubt that Christmas with a toddler is a wonderful thing, and it brought back some of that holiday magic to our house.
She came to love Santa, even if she didn’t...
I was elated to take Saoirse on her first international trip to Paris and Normandy this past September. I’ve had many people give their opinions on whether this trip was wasted on her, and I’ve formed my own conclusions on the matter. In no particular order, here are some of the main topics learned...
Best wishes for a happy Thanksgiving! It's the perfect time of year to send our sincere thanks for the opportunity to work with you.
We would like to share a few things we are thankful for...
Rick My wife Martha comes from a large family (she has six siblings), and there are always many...
As many of you now know I like to recount retail events when a business provides an exceptional experience. We no longer have to shop for baseball gear or other recreational equipment for the kids, but we have our dog Benjamin to thank for maintaining our discretionary spending.
There was a...
As the calendar has turned to October, it officially feels like fall now. This is my favorite time of year and the best part of living in New England.
I love the flavors of fall – and I don’t just mean pumpkin spice everything (which has become a bit much these days). I don’t drink coffee so I...
I’m absolutely elated to announce that I am now a CERTIFIED FINANCIAL PLANNERTM professional! My journey to becoming a CFP® certificant was quite an interesting few years. I was still working in a marketing role when I first started taking the courses that would inevitably lead me to switch careers...
Our daughter Molly recently started her post-college career with a job in New York City. So, Martha and I packed up the family minivan and helped move her to the Big Apple. Day one of the operation involved moving her personal belongings along with a thorough cleaning of her apartment.
The next...