How to get the most out of working with your financial planner
Communicate, communicate, communicate. This is the first rule of working with a financial planner. (It is also, by the way, the first rule of estate planning.) If you can only
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Protect Your Parents from Scammers.
A couple weeks ago, I almost-not-really got scammed. A man called me from Capital One’s fraud department to confirm that I had not, in fact, made some purchases. (No, I
Unsexy Finances for People Solving Important Problems
I’m thinking of changing my firm’s tagline to “Unsexy finances for people solving important problems.” A friend of mine pointed me to this LinkedIn post: And it got me a’thinkin’.
Why You Might Want A Professional to Manage Your Investments
Or “Why just putting all your money in the S&P 500 isn’t enough.” (Okay, probably isn’t enough. I’m not allowed to say much that is definitive about investing.) Recently I
Should You Roll Your Old 401(k) into an IRA? Maybe. What Else Might You Do?
Do you have an old 401(k)? Or possibly four? The best time to make a decision about an old 401(k) is shortly after leaving the company. The next best time
What Clients Really Care About (from our 2023 and 2024 Client Feedback Surveys). Do You Agree?
After two years of annual client-feedback surveys, I have learned two important things: I suck at writing client-feedback surveys. Talking with a financial planner who really knows and cares for
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Should You Roll Your Old 401(k) into an IRA? Maybe. What Else Might You Do?
January 25, 2025
What Clients Really Care About (from our 2023 and 2024 Client Feedback Surveys). Do You Agree?
December 25, 2024
Not “CAN I retire early?” but “HOW do I retire early?” Making a Retirement Plan When You’re Still Young.
December 11, 2024
Use Asset Location to Pay Less in Taxes and Get More Money out of Your Investment Portfolio
November 13, 2024
More Strategies to Save You Taxes In Case the Tax Cuts and Jobs Act Expires in 2026
September 25, 2024
Should you do a Roth conversion before the (possible) expiration of TCJA in 2026?
September 11, 2024
Should You Participate in an Exchange Fund with Your Big Pile of Company Stock?
August 14, 2024