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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The latest blog Posts
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
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.)
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
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
