Planning

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

The king of personal finance apps?

A great tool to manage your financial accounts, spending, cash flow & more

Jul 10

An estate planning snafu

A Florida law changed, but no one bothered telling us...

Jul 3

A few thoughts on investment risk

Don't just accept the risk you can "tolerate"

Jun 26

A financial fork in the road

You can do anything, but you can't do everything

Jun 19

My advice, distilled

30+ years of delivering financial advice in under 800 words

Jun 5

You need more "and" in your money decisions

Most of your financial choices aren't exclusionary

May 29

Question everything

Be curious until you have the clarity, comfort, & confidence you desire

May 15

Everything in Balance

Avoid extremes, financially and elsewhere...

May 1

Your Bucket List

Today's the day...

Apr 24

Sculpting your financial plan

Refining your financial plan through subtraction instead of addition

Apr 3

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