Financial Planning for Geeks

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Jelly-o lemon drops croissant topping tart tootsie roll chocolate. Muffin cake danish. Muffin croissant liquorice cupcake liquorice fruitcake. Jelly-o sweet roll jujubes.

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In Defense of Millennials

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I’m a Gen Xer myself, and should therefore hate everyone and everything. But I really love working with these people and I’m pretty excited to bust a few myths this month. So what are some of these myths? For me, they tend to fall into three buckets: personality defects, issues with technology, and parental relationships. [...]

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Why I Love Geeks

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It’s not a bad thing to be a geek anymore (for you readers who are a bit older than the average Millennial). The geeks in my practice would happily call themselves geeks; it’s a badge of honor! When I call someone a geek, it’s a compliment. [...]

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Special Needs and ABLE Accounts

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There is a fairly new and tax-friendly way of saving for these folks…and it doesn’t affect their eligibility for other forms of help like SSD as long as you follow the guidelines. [...]