Recently I wrote about 529 plans, and whether they’re still a good choice for college savings.

Prospective clients sometimes tell me they’ve been thinking about hiring a planner for a while, and finally there was a reason to do it.

The 529 plan has been a popular way to save at least some of the money earmarked for future college spending since they became available in

Usually, you don’t describe something as passive to be complimentary. We have a tendency to prefer action to inaction, and the idea of just

Prospective clients often come to me with a seemingly simple question: should I fund a Roth IRA; do I need more life insurance; should I buy

The words fiscal and monetary seem to be related, so why do we refer to fiscal policy and monetary policy as two separate things? They are,

Even if you don’t make resolutions, it’s hard not to imagine the stretch of a whole new year before you. with its blank pages and opportunit

The opportunity and need to support causes important to us has possibly never been more acute in recent memory than this year, and that’s no

The 2017 Tax Cuts and Jobs Act introduced many changes to tax law. For individual filers, the changes to how deductions work had the...

Low interest rates giveth, and low interest rates taketh away: the Federal Reserve has signaled their intention to keep interest rates...

Fall brings color, decorative gourds, cozy knits and the numbers you need from the IRS to plan ahead for next year. Remember that the...

An IRA can be a great way to add to your retirement savings, but there are some (surprise surprise) complicated rules to navigate to...

The end of a deeply weird year is drawing closer, so let’s use the time to tie up some loose ends and make sure things don’t fall through...

Last time I wrote about whether you should buy or rent your home, and how to approach the decision. But what if you’re already a...

The question of whether to rent or buy a home is one of the most common that financial planners help their clients grapple with. For good...

Like most behavioral finance concepts, the Diderot Effect is a fascinating phenomenon that you don’t know there are words to describe,...

What are you willing to pay - in dollars, in friendships, in professional visibility - to get the world you want? The COVID-19 pandemic...

Most of us have jobs, or have had a job at some point, even if it wasn’t a paid one. When you are doing that job, are you supposed to be...

UPDATE: if you’ve been wanting to wrangle all your information and would like document to make it easy, check out my new Resources page...

Stocks closed up about 11% today. The “reason” is that it looks like the chances of a significant stimulus package being approved by...