Resources

Reading, answers, and links worth keeping

There is more financial information available than anyone can read, and much of it contradicts the rest. Eric keeps this page short: books that explain the thinking behind his advice, answers to the questions he hears most, and official sites for checking facts, including his own background.

Reading Resources

Books on the ideas behind the plan. The list is being refreshed, and titles are added as Eric reviews them.

See the reading list

Questions people ask

What we do, how we are paid, what the first conversation is like, and what happens to your accounts. Straight answers, in plain language.

Read the FAQ

Check the facts for yourself

These are official sources. None of them are affiliated with us, which is the point.

FINRA BrokerCheck, to look up the background of a financial professional

SEC Investment Adviser Public Disclosure, to look up a registered investment adviser and its Form ADV

CFP Board, to verify a CFP® professional's certification

Massachusetts Securities Division

Social Security Administration, retirement benefits

Internal Revenue Service

Links open the other organization's site in a new tab. We do not control those sites and are not responsible for their content.

Notes from Eric, when there is something worth saying

Short pieces on retirement income, estate coordination, and what happens after a business sale. There is no fixed schedule and no sales pitch. Unsubscribe with one click.

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