Financial Planning for Geeks


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What is an Annuity? And Why Should I Care?

- Investments

It’s been a while since I wrote anything remotely technical…so let’s get back to our regularly scheduled programming. I want to give you an introduction to annuities and some scenarios when an annuity might fit your needs. Spoiler alert: there are tax savings and guarantees involved, so hopefully that’s enough to keep you reading. Trust me; this is scintillating stuff. [...]

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Financial Planning for a Pandemic

- Financial Planning

Last month I wrote about some changes in technology which we might see coming out of the COVID-19 stay-at-home period. I also encouraged you to hang tight in terms of investing. What other nuggets of financial wisdom can I offer, given that taking action and exercising control can help with the anxiety? I’m glad you asked: [...]

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