A wise traveler told me that a true geek resides at the intersection of Intelligence and Obsession. We’re smart people, and we direct that intelligence toward passionately-pursued interests. My passion is Financial Life Planning…and I want you to be the beneficiary!
“Season of mists and mellow fruitfulness, close bosom-friend of the maturing sun; conspiring with him how to load and bless with fruit the vines that round the thatch-eves run; to bend with apples the moss’d cottage-trees, and fill all fruit with ripeness to the core.” Ah, yes, it’s that special time of year again. No, not Fall. It’s open enrollment time! Read on for [...]
“What’s the best way to pay off my student loans? How should I prioritize them against my other goals?” These are common questions for younger people, who have many competing priorities for each dollar they earn. Read on for some perspective about where student debt falls in the hierarchy. [...]
It’s an old-fashioned saying: “Don’t take any wooden nickels.” But my experience with wooden nickels has been entirely positive. Read on for my own story about the one I took and how it made a difference for me. [...]
- Taxes
Parents and teachers, I have some tips this month to help you squeeze the most out of your kiddie budget. Read on for information about child tax credits, the Kiddie Tax, day camp tax deductions, and a write-off for school supplies. [...]
“Budget.” It should have been a four-letter word but somehow it ended up with six. This is most people’s least-favorite part of a financial plan, but some kind of spending plan can be really useful. Read on for tips, tools, and hacks. [...]
- Wildcard
Not all of my posts will be financial. Read on for a funny, true story with a moral. [...]
- Taxes
A quick summary of the tax law changes from 2018. You may have noticed some differences! [...]
- Kids
I have a kid. How can I start saving for college? [...]
- Legal
Why do I need a will? Read on to find out…You don’t just need a will, you need a Healthcare Power of Attorney, Legal/Financial Power of Attorney, and Living Will! And yes, it pays to hire a professional estate planning attorney for a critical job like this. [...]
Last time I went through the basics of what 401(k) plans are and how they work. This time, I’ll be focusing on how to evaluate the investments available in your plan. [...]