Financial Planning:
Thoughts and Commentary
- Jul 28
- 3 min
What is a Qualified Disposition, What are the Tax Benefits, and When is it a Viable Strategy?
- Jul 7
- 5 min
Is Equity Compensation an Investment or Income?
- Jun 22
- 5 min
There's a very good good chance the guy on the internet doesn't know what he's talking about.
- Sep 7, 2022
- 3 min
Stock market volatility is normal. Not reacting to market volatility is hard.
- Sep 7, 2022
- 2 min
Generational Wealth Transfer Disguised as College Savings: Do not fear the overfunded 529 account
- Sep 7, 2022
- 2 min
Qualified Charitable Distributions: Tax Free Karma and a strategy for Required Minimum Distributions
- Sep 7, 2022
- 2 min
What to do during a down market: very little. A Bear Market is scary in name only.
- Sep 7, 2022
- 3 min
Jackpot or lottery winnings? You’re not rich, at least not right away.
- Sep 7, 2022
- 2 min
Receiving an inheritance: Three things to consider.
- Sep 7, 2022
- 4 min
Health Saving Accounts - The best investment vehicle that nobody wants to use.
- Sep 7, 2022
- 4 min
Financial planning tasks for the bored.
- Sep 7, 2022
- 4 min
How Financial Planners see Covid-19 and visualize the future
- Sep 7, 2022
- 5 min
Why the economy and the stock market are not the same thing
- Sep 7, 2022
- 4 min
What a quarantine tells you about your budget
- Sep 7, 2022
- 4 min
You Can't 'Win' with a Diversified Portfolio, but Trying to 'Win' is not the Point
- Sep 7, 2022
- 4 min
In life, one needs to find the happy balance between being frugal and enriching your life.
- Sep 7, 2022
- 3 min
Three financial futures that may or may not happen. Part 3: Just what the doctor ordered.
- Sep 7, 2022
- 4 min
Three financial futures that may or may not happen. Part 2: Our children are the future
- Sep 7, 2022
- 3 min
Three financial futures that may or may not happen. Part I: Knowledge and market volatility