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Managing Finances in a Couple When One of You Has Way More Wealth

Are you in a relationship where you have far more wealth than your partner or spouse (or perhaps vice versa)? It can make it hard to figure out how to
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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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Block Woman is lying on a yoga mat which is shown as green strip of paper. There is an orange rectangle piece of paper that says Introduction to YOGA!

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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A black-and-white image of Block Woman perched on a rough-hewn rock. Block Woman appears to be contemplating their shadow.

Our Investment Beliefs

I rarely talk about investing in this blog. It has been on purpose.
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March 26, 2018
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Managing Finances in a Couple When One of You Has Way More Wealth

September 27, 2023
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?

September 13, 2023
Block Woman is lying on a yoga mat which is shown as green strip of paper. There is an orange rectangle piece of paper that says Introduction to YOGA!

Living Off Your IPO Wealth Starting in Your 30s or 40s. Key Word? Flexibility.

August 30, 2023

How Much Should You Put in Your Child’s 529 College Account? What If It’s Too Much?

August 9, 2023
Block Woman looks at a jumbled pile of multi-colored puzzle pieces.

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

July 26, 2023
A black-and-white image of Block Woman perched on a rough-hewn rock. Block Woman appears to be contemplating their shadow.

Our Investment Beliefs

July 12, 2023
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.

June 28, 2023

You Just Started a New Job. How Much Should You Contribute to Your New 401(k)?

June 14, 2023
Block Woman looks at a black-and-white die that is being rolled

You Want Certainty. I’m Sorry, You Can’t Have It. So How Should You Make Financial Decisions?

May 31, 2023
Block Women's head is lying on a round cake with white icing. Seven colorful birthday candles are strewn around.

Reflections on 7 Years of Flow

May 9, 2023
Block Woman reviews a hand-written list of potential charitable donations. There is a pile of cash underneath the list.

How I Created My Own Charitable Giving Plan: An update 2 years later

April 26, 2023
3 Block Women shown with horizontal lines connecting them. Above are the symbols 4 0 1 (k) in green lettering.

Rolling Over An Old 401(k)? Watch Out for These Gotchas.

April 12, 2023

You Should Aim to Be Financially Independent…Enough.

March 29, 2023
Block Woman balancing on a slender tightrope in the top third of the image.

Should You Exercise Your Options at Your Private Company? 4 Approaches to Consider

March 8, 2023
Block Woman looking at a wall with the word "Roth" written many times on it.

Your 401(k) Match Can Now Be Roth (and Other Changes from the SECURE 2.0 Act)

February 22, 2023