Meg’s Musings: On Being a Financial Planner
Back from several days in San Francisco—celebrating my wedding anniversary, admiring a friend’s potato-shaped dog, meeting with a handful of clients, enjoying the hell out of San Francisco, and generally
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The latest blog Posts
More Strategies to Save You Taxes In Case the Tax Cuts and Jobs Act Expires in 2026
Big tax changes are a’ comin’. Maybe. In our last blog post, I discussed one big strategy to take advantage of the possible expiration of the Tax Cut and Jobs
Should you do a Roth conversion before the (possible) expiration of TCJA in 2026?
As you might know, there’s a huge, all-encompassing change to tax law potentially coming up at the end of 2025. If it happens, you will almost certainly be big-time impacted.
Look out for These Mistakes in Your Estate Plan.
You have money? You need an estate plan.You have children? You need an estate plan.You have a body? You need an estate plan. Many of our clients don’t have estate
Should You Participate in an Exchange Fund with Your Big Pile of Company Stock?
Do you have too much of your company stock? Today let’s talk about one specific solution to that “concentration risk”: the exchange fund. (Really, I talk, you listen. Juuuuust the
Focus on these Few, Important Parts of Your Auto Insurance
My husband pointed me to this recent, kinda insane Twitter thread about auto insurance: It tells story after story of people doing or saying “dumb” things about auto insurance. You