Protect Your Investment Portfolio from the AI Bubble
Are you afraid of the AI bubble? That it’s going to burst and devastate your investment portfolio? Many clients are expressing this same concern. Here’s what they say (with some
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Your 401(k)’s After-Tax Contributions Are a Retirement Savings and Tax Superpower.
Hopefully you’ve figured out the basics of your 401(k). Maybe you’ve even figured out whether or not you should contribute to your 401(k) pre-tax or Roth. But what about this
A Case Study in Navigating an IPO
Do you want to create a smart strategy for your company’s IPO, but you have options and shares and RSUs, you don’t know how they fit together, and it all
Why a Traditional Investment Portfolio is Better than Real Estate
If you want to invest in real estate because you want passive income, keep this in mind: There is no kind of investing that produces income more passively than a
Is Your Company Going Public? Stop Obsessing About Taxes. Start Obsessing About Your Life.
It’s been a long few years, but your company is finally having its IPO. Lucky you! If your company is going (or has recently gone) public, then perhaps you are
Should You Contribute Pre-Tax or Roth to your 401(k)?
Recently I spoke on a panel of financial planners, here in my home of Bellingham, WA. The two other planners immediately made clear their love for Roth accounts. I was
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How Much Should You Put in Your Child’s 529 College Account? What If It’s Too Much?
August 9, 2023