This post was originally written for and published on Forbes One of the core beliefs in our financial planning practice is that you should focus on what you can control. You can’t control the rising gas prices. You can’t control that grocery prices have increased nearly 9 percent over the…

This post was originally written for and published on Beyond Your Hammock’s blog If you need to buy a new car, you might wonder about the financially optimal way to go: is leasing vs buying a new car better? In the past, the question of leasing vs buying a new…

A version of this article was originally published on Business Insider As a financial planner who works with clients in their 30s and 40s, I’ve helped countless families financially prepare for major life milestones. Because my planning firm focuses on that specific age range, we tend to see the same…

This post was originally published on Beyond Your Hammock When you opened your first retirement account, you probably didn’t lose sleep over understanding what is a beneficiary, or who you should name when you filled out that account application. Worrying about beneficiaries can feel almost trivial when you’re a newly-minted…

This post originally appeared on Beyond Your Hammock’s blog Are you financially preparing for kids? Starting a family is a big decision — financially and otherwise. There’s a lot to consider when it’s time to make this choice. As a fee only financial planner in Boston who specializes in working…

This post was originally published on Beyond Your Hammock Stock options are a type of equity compensation, which is a way for employers to reward key employees beyond the usual paycheck. Most equity comp packages can provide a great opportunity to build wealth, but managing that well requires advanced planning. …

In my opinion as a financial planner, you need to invest if you want to grow wealth. Participating in financial markets is a great way to get your money working for you so you can increase your assets over time. But this path is littered with potential pitfalls that you…

A version of this article was written for & originally published on Business Insider Have equity compensation and feel overwhelmed by the decisions you need to make around it? Don’t let that stop you from managing it well! Whether you want to prioritize simplicity, eliminate as much risk as possible…

This blog post was originally published on Beyond Your Hammock Do you know how much money you save right now? And perhaps more importantly… do you know if it’s enough? Percent of income saved is one of the leading metrics we use at Beyond Your Hammock to determine if our…