Green Bee Advisory

Green Bee Advisory 🐝 CFP®, EA, CAIA helping high-earning executives, entrepreneurs, and families build, preserve, and transfer wealth. Boston + nationwide.

Tax-smart investing, retirement, and financial planning. • Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.



• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

07/20/2026

I was recently quoted in MarketWatch about one of the biggest threats to retirement that doesn’t get enough attention: inflation.
Many people focus on building a retirement portfolio. But protecting your purchasing power after you retire is just as important.
A retirement plan should evolve as markets, tax laws, healthcare costs, and your spending change. The strategies that worked five years ago may not be the right ones today.
I’m honored to contribute to this conversation and help more people think about retirement planning beyond just the investment portfolio.
📖 Read the full MarketWatch article through the link in my bio.
Have you thought about how inflation could affect your retirement over the next 20–30 years?

06/30/2026

Do you have a concentrated stock position? If you do, you may have more options than you realize.

06/25/2026

Attention or candidates and families. There is a HUGE change coming to the program starting July 1, 2026. Without a smart education funding strategy you may be forced into private loans at crazy high rates.

Hop Suisse! Fun watching the 🇨🇭 beat 🇨🇦
06/24/2026

Hop Suisse! Fun watching the 🇨🇭 beat 🇨🇦

06/15/2026

If you’re a high net worth family, do not wait to gift your kids money. There are great options available. But pay attention and don’t skip out on tax reporting. Thanks, for chatting and sharing.

06/04/2026

Don’t miss important deductions if you’ve retired from your corporate job and now have self-employment income. Thank you, for chatting about this. Spread the word and don’t miss out on your potential tax deductions!

04/27/2026

Do you know what is in your retirement war chest? We have great bespoke planning solutions.

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Somerville, MA

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

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