Information, insights, and opinions on financial planning
Can I DIY my retirement?
I’ve created a framework for evaluating whether or not you should DIY.
Do I need life insurance after age 60?
Find out why you may not need that life insurance policy in retirement.
How to avoid taxes when giving
Social Security: Insurance or investment?
How to maximize your Social Security benefits
Financial clarity in under 10 minutes
You don't need hours of research to feel better about your finances.
The only way to get a triple-tax benefit
There is only one account that gives you a triple tax benefit.
All about 529 plans
529 plans are a great place to save for the expense of higher education.
How to minimize taxes when saving for retirement
Once you've figured out how to save, you need to figure out where to save. Part 1 of 3 discusses saving for retirement.
Should my 401(k) contributions be Traditional or Roth?
The “Roth vs Traditional” debate is one of the most written-about topics in personal finance, and for good reason. It has all the hallmarks of a Hollywood movie...
Pay taxes now, save later
Many people, when they retire, attempt to defer taxes as long as possible, but letting the IRS control your spending plan could be a horrible idea!
The importance of cash and liquidity
The emergency fund is a great foundation for your financial health, but that is not the ultimate value of liquidity.
