Personal finance isn’t all about spreadsheets — it’s about living well. From Maine’s coast to Montana’s mountains, I share clear, relatable guidance on saving, investing, and building a plan that fits your life. Thoughtful financial advice and planning to help you make confident decisions, reduce stress, and create lasting freedom.
Slice The Pie: Why Every Family Needs Allocations, Not Allowances
Allowances sound childish. Allocations sound empowering. That one shift changed our marriage. By giving every family member their own Òslice of the pie,Ó we ended
Creativity and Personal Finance: A Surprising Connection
At first glance, creativity and personal finance don t seem to go together. But hang with me because they absolutely do. To be creative, you
Maine, Montana and the Art of Asset Allocation
One of the fastest ways to learn something new is by mapping it onto something you already understand. That s how I teach and how
Understanding Index Funds: A Simple Guide for New Investors
What Is an Index? Before we get into index funds, let s start with the basics: what s an index? An index is a list
Target Date Funds: A Set-It-And-Forget-It Path to Retirement
What Is a Target Date Fund? A target date fund (TDF) is a type of mutual fund or ETF designed to simplify retirement investing. You
Easy Does It, Ride or Die & What They Can Teach Us About Investing
Easy Does It. Ride or Die. You’ve probably noticed I sign off with that a lot. Maybe you think it has nothing to do with
My Digital “Envelope” System for Budgeting
Learn how to take control of you financial life and begin building financial indepedence and long-term wealth with my digital envelope budgeting system. In this
What Should I Do First: How To Get Control of Your Life
On my way from Freeport to the Portland Jetport this week, my Uber driver and I started talking. When he learned we had a place
What To Do With An Inherited IRA
Have you are will you be inheriting an IRA? Learn a strategy for turning this into a long-term wealth building machine by using the required
Middle Child, Fiduciary, Financial Advisor: Why I Only Wear One “Hat”
The passing of a loved one is always hard especially when it s a parent. As I write, I am processing the loss of my
“Dad, What Book Should I Read About Money?” – Here’s My Answer
The other day, I got a call from my daughter, who just started her first year of college in Tennessee. She was buzzing with excitement
Bison and Bear Markets: A Simple Guide
Most people have heard the terms bull market and bear market, but fewer know where the names come from. As a local and remote financial