Recent Blogs

A Look Under the Hood of a Roth IRA

Friday, May 31 2019

These days, I find there’s no shortage of opinions and advice about the best way to save for retirement. The...

Pay Down Debt, Save, or Invest?

Friday, May 24 2019

As a father of 3 beautiful girls, Maeve, Phoebe, and Sophie, I understand that my job doesn’t end when they...

Taking a Hard Look at 401(k) Loans and IRA Withdrawals

Friday, May 17 2019

Last Thursday, I dodged out of the office for a bit to grab a bite to eat at the Pickle...

What’s Your Retirement Age?

Friday, May 10 2019

A couple Saturdays ago, Jill and I hosted a family party. Our home was full to the brim of grandparents,...

Investing Advice for Couples

Friday, May 3 2019

As you may know, we’re a family business. Maeve, our oldest, who has been our “Chief Landscaper” for years is...

Financial Lessons I Have Learned from Falmouth Softball

Friday, April 26 2019

I love spring. Daffodils sprout their beauty; birds are back to performing Vivaldi’s “Four Seasons;” and the Falmouth High School...