Planning

A surprise about individual stock returns

The research tells an interesting story

Oct 2

How to protect your personal info

How to stay safe in an age of increased data breaches and hacks

Sep 25

How to plan ahead for a big expense

Avoid market timing when investing AND when spending

Sep 18

How to make your home disappear

And why your kids might be glad you did...

Sep 11

Why your money decisions should be more like checkers than chess

Focus on the decision right in front of you...

Sep 4

Advisor or interrogator?

Who would you want to work with?

Aug 28

Trading your way to financial freedom

And I ain't talking about trading stocks...

Aug 21

A retirement income planning case study

A look at how we do things around here (with pictures)

Aug 14

Recent client projects

A sampler of things I've been working on this summer

Aug 7

The IRS makes up its mind

We finally have rules on inherited IRA RMDs

Jul 31

Income tax buckets

A visual explanation of how our income taxes work

Jul 24

Retirement planning in pictures

A visual guide to the challenges (and opportunities) as you plan for retirement

Jul 17

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