Aging in Place: Independence, Comfort & Community Support

On a daily basis, I seem to be having conversations my clients, my own family members and friends about ageing. My baby boomer Mother is constantly lamenting about her various woes and fears as she edges towards her golden years. The general theme amongst many I know is avoidance, fear and talk of taking drastic […]
Managing the Marathon: Rebuilding Your Base

“It’s never too late to be what you might have been.” Whether its life, money, or running, we’ve all been there. For the majority of the past decade, I’ve been the person that many would recognize first and foremost as a runner. Yet, after ten years of year round double training days, nobody was as […]
Managing the Marathon: A Guide to the Retirement Finish Line

It comes as no surprise that managing the marathon is about playing the long game. Here’s the thing about this sport: someone is out there making a comeback, someone is in the middle of a breakthrough, someone’s battling an injury, and someone is celebrating a win. The beauty of running is we’ve all been on […]
What You Can Do To Prevent Identity Theft and Fraud

Reported fraud losses increased more than 70% from 2020 to 2021. The Federal Trade Commission received over 2.8 million fraud reports from consumers in 2021 representing more than $5.8 billion in losses to fraud. There are multitudes of methods aimed at unsuspecting citizens. Some of these include people trying to collect money for various things […]
Managing the Marathon: Protecting Yourself On and Off the Course

One thing’s for certain, there’s no cheating in marathon training. The 5am wakeups, grueling mileage, and painful interval workouts all feel worth it when the taper hits and the light is shining at the end of the tunnel. For me, a mix of medium volume and high intensity consisting of double days, 60 mile weeks, […]
Managing the Marathon: Winning Race Strategies

Strategically planning ahead goes a long way with running and finances. Time after time, Boston University’s David Hemery Indoor Invitational was always by far my favorite meet to go to in the long track season. With over 5,000 entries, the two day event is where many special BU magic moments happen for runners from all […]
Managing the Marathon: Goal Setting for the Finish Line

Goal setting is a vital component when it comes to running and finances. Defining what that goal entails gives us a starting line and the motivational drive to reach destinations big and small. I would always encourage my college teammates and the athletes I’ve coached to think long term. It’s not one week, not one […]
How to Make your Tax Season Less Taxing

Tax Season is here. For many of us, this means gathering our assorted W2s, 1098s, 1099s, and K1s, filling out our Tax Organizers and sending the paperwork to our Tax Preparers. We hope for a refund or, at least, that we don’t owe any more money than we’ve paid through withholding and estimated tax payments. […]
Psychology of Money: Protecting Your Wealth from Yourself

When we think of finances, we think of dollar bills, counting change, stock prices, and mathematical precision. What we do not think of is how our emotions, biases, and personal history contribute to all of the financial decisions we make. As Morgan Housel says in his book The Psychology of Money, “Financial success is not […]
Can Your Financial Plan Survive a Disaster?

The headlines have been somewhat alarming lately; it seems as if there is an overarching potential disaster waiting just around the corner. For those of us that did not live through the cold war, the daily threat of nuclear winter is a touch overwhelming. Throw in catastrophic hurricanes, tornados, etc. and suddenly you may find […]