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Block Woman surveys three pastel colored buckets: blue, red and green. The green bucket is balanced on top of the red bucket and is tilted against Block Woman.

Roth Conversions Can Save You A Lot in Taxes Over Your Life. What’s the Best Way to Do Them?

A Roth conversion can potentially save you a lot of money over your lifetime. It is a long-term (years or decades-long) strategy, to be sure. It is one that is usually
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Living Off Your IPO Wealth Starting in Your 30s or 40s. Key Word? Flexibility.

I was recently talking with a couple who had significant wealth from a successful IPO a few years ago. (Ahhhh, those were the days.)
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How Much Should You Put in Your Child’s 529 College Account? What If It’s Too Much?

Your child is two years old. You want to save for their college. The answer to “Where should I save?” is easy enough. The bigger, harder question is: “How much
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Block Woman looks at a jumbled pile of multi-colored puzzle pieces.

How We Evaluate and (Hopefully) Improve a Client’s Existing Portfolio

As much as I think most of investing is boring (and should be), I really enjoy the puzzle of what to do when I first start working with a client’s
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Our Investment Beliefs

I rarely talk about investing in this blog. It has been on purpose.
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Block Woman gazes at white horizontal sheet of paper propped up on a light-colored wood easel. A green question mark symbol hangs above her pointed head.

Employee Stock Purchase Plans (ESPP): Enroll, But Don’t Get Too Excited.

Do you know, more or less, how RSUs work, but ESPPs are a complete mystery? Join many of our clients in that confusion. And frankly they are stupidly complicated for
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If You Have RSUs and Your Company Just Went Public, You Miiiight Want to Check Your Tax Situation.

May 24, 2019
Pick it for me!