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.

08/20/2026

For high-net-worth families, leaving money to the next generation is only part of the job. Teaching them what to DO with it matters just as much. 💰🐝

I was quoted in MarketWatch this week about a grandparent who wants to leave money to her grandchildren — but with financial-literacy requirements attached.

My take? Don’t wait for the inheritance.

Start teaching kids about wealth while you’re still here.

One simple strategy I shared: If a child or grandchild has earned income, consider funding a Custodial Roth IRA for them — essentially matching what they earn, subject to the IRA contribution rules.

For families with significant wealth, this is about more than transferring assets.
It’s about transferring financial knowledge, good habits and responsibility along with them.

Because a successful wealth-transfer plan shouldn’t just answer:

“How much will my children inherit?”

It should also answer:

“Will they know what to do with it?”
🔗 Full Morningstar article at the link in my bio.

FinancialLiteracy FamilyWealth TaxPlanning FinancialPlanning CustodialRothIRA

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.

3 Social Security Myths Many Retirees Still Believe — And Their True Financial Impact on your long-term wealth strategy....
02/28/2026

3 Social Security Myths Many Retirees Still Believe — And Their True Financial Impact on your long-term wealth strategy.

We always recommend working with an advisor several years BEFORE considering retiring or claiming your Social Security Income.

🔗 in comments.
📲 your consult today (link in bio).

High earners are falling into this $1.7 billion trap with their IRAs. We see this with investors who prefer to be Do It ...
02/26/2026

High earners are falling into this $1.7 billion trap with their IRAs.

We see this with investors who prefer to be Do It Yourselfers.

In our opinion, that is a bad decision.

We assist our clients in meeting all deadlines in a tax-efficient manner.

📲 Schedule time to chat today.

🔗 in comments

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