Financial Planning for Geeks

Investments

A color drawing of Badminton House in Gloucestershire, England, with a pond and lawn in front and decorative trees on each side.
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Should I Buy a Home?

- Investments

If you’ve been thinking whether you should buy a home, you’re not alone. It was a very popular topic in my practice, and it seems like a hot topic out in the webiverse, too. [...]

Cartoon of the political drama and the five "plagues" of the country.
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Politics Are Not an Investment Strategy

- Investments

Hello again, my friends. As I write this, we have just received the results of our latest Presidential election here in the US. While we have cats and dogs living together and mass hysteria, I thought I would try to pour some cooling waters on the raging fire of our panic. I like to aim high. [...]

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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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Student Loans and the Hierarchy of Savings

- Investments

“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. [...]

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401(k) Basics, Part 2

- Investments

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. [...]

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401(k) Basics, Part 1

- Investments

I’ve been working on an educational blog and thinking about topics which would serve my younger readers. One of the questions I get a lot is how 401(k)s work and how to choose the investments. [...]