Best Advice? Tax Diversification
April 22, 2024
While sitting family style at dinner on the Amtrak train with my two new friends this past New Year’s Eve, I was asked: “What’s your best financial advice these days?”
Blogs That Make Financial Planning Feel Easy
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Investing: Know What Game You’re Playing
April 10, 2024
One last sports analogy, and I’m done. At least for a little while. Promise. And here goes the bracket pools – a chance for fun, friendly competition, and maybe a
Maintaining the Basics in Financial Planning
March 15, 2024
I’ve gone the entire ski season without using some cliché sports analogy about skiing and financial planning. So here it comes. I’m taking skiing lessons and reviewing the basics. I
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