Taxes

How to reduce your largest lifetime expense

Tax planning is important, especially in retirement

Nov 6

How to choose charities

Making the biggest impact with your charitable donations

Oct 16

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

Taxes and your retirement income

How much can you reliably spend after taxes have been accounted for?

Jun 12

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

An underappreciated piece of your financial plan

This account type can provide additional flexibility with your finances

May 8

Retirement planning is tax planning

You can't do one without the other (at least, I wouldn't recommend it)

Apr 17

Let's Talk Taxes

Do you really understand your income taxes?

Jan 31

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts