Helping You Understand and Improve Your Finances

• Making the Most Out of Your Charitable Contributions

  LGBTQ Finance | 06.21

  If you’re feeling generous after an enjoyable pride season, you’re not alone.  Many LGBT-focused organizations rely on Pride season and the good will it generates to bolster fundraising for their…

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• LGBTQ Profiles in Pride

  LGBTQ Finance | 06.14

  This month we celebrate LGBTQ Pride. And today I want to highlight four LGBTQ people that have influenced my life. I have a deep sense of gratitude to those who…

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• Happy Pride! A Reflection on How Pride Marches Got Started

  LGBTQ Finance | 06.07

  Happy Pride! June is LGBT Pride Month across the country. I love this time of year — the Pride parties, parades and the overall good energy as people celebrate the…

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• Three Insurance Supplements You Should Have in Your Plan

  Insurance | 05.31

  This is the last entry in my insurance series. I hope you found it helpful. Insurance may not be the most interesting financial topic, but it plays a crucial role…

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• The Best Ways to Protect Your Home

  Insurance | 05.24

  I love talking to friends and clients about their financial lives. I especially love those “ah ha” moments when people realize that concepts they’ve never even considered are actually really…

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• A Matter of Life and Death

  Insurance | 05.17

  How often do you think of your own death? Do you value your life more when you do? The philosophy major in me loves questions like these — existential exercises…

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• Buying the Right Car Insurance Coverage

  Insurance | 05.10

  A couple of Sundays ago, Ben was on his way to his parents’ house in Indiana to spend some of his spring break with his family. About 15 minutes after…

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• Why You Need to Pay Attention to Your Health Insurance

  Insurance | 05.03

  Insurance is boring. No one likes to talk about it. We don’t even like to buy it. Most of the time, we only get it because the government requires it…

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• A Beginner’s Guide to Travel Rewards – Part 2

  Fundamentals | 04.26

  Last week I explored the basics of getting travel rewards. This week, let’s talk about how to optimize your rewards and avoid some common pitfalls while trying to do so.…

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• A Beginner’s Guide to Travel Rewards – Part 1

  Fundamentals | 04.19

  I hate flying. Not because I’m scared of heights or dying in a crash, but because I have such a hard time fitting into those little seats. For those of…

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• Last-Minute Tips for Tuesday’s Deadline

  Tax | 04.12

  This tax season has flown by. For those of you still needing to file, you have until midnight next Tuesday April 18th, 2017. As always, I want to offer some…

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• Like to compete? See where you fall on the LGBTQ Income and Wealth Spectrums

  LGBTQ Finance | 04.05

  Financial planning clients come to me wondering two fundamental questions: 1) Am I doing okay? and 2) Am I worse off than other people you see? Both are fair questions.…

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• Where to Get the Right Financial Advice for Your Situation

  Investing | 03.29

  By now, you may have heard that the Department of Labor will delay implementation of its Fiduciary rule for 60 days.  The rule, established under the Obama administration, required advisors…

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