A Beginner’s Guide to Travel Rewards – Part 1
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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Helping You Understand and Improve Your Business
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Last-Minute Tips for Tuesday’s Deadline
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… -
Like to compete? See where you fall on the LGBTQ Income and Wealth Spectrums
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.… -
Where to Get the Right Financial Advice for Your Situation
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… -
What to do if you’ve Contributed Too Much to an IRA
It’s hard to believe, but we’re only a few weeks away from the end of tax season. Those of you that haven’t filed yet are likely feeling pressure. You need… -
Getting Back to Investing Basics
The stock market is all the rage recently. The Dow has reached 20,000 for the first time ever and even hit 21,000 at the beginning of March. (If you’re not… -
Equality Beyond the Numbers
In the midst of the onslaught of frightening and negative news reports based on recent Trump administration actions, I read an article that really encouraged me. PBS News Hour reported… -
Reader Question: Should my husband and I invest in tax-free or tax-deferred accounts?
A reader asked a question recently that touches on a number of points I’ve been writing on: My husband has an account with Vanguard where he puts post-tax money and… -
Should I File Jointly With My Spouse?
Since I work with married couples, tax time brings up a critical question: Should we file jointly or separately? First, some background: as a married couple, you must file either a… -
Important Documents to Gather for Tax Preparation – Page 2
Hey all! Welcome to the second installment highlighting common documents that you’ll gather to file your income tax return. I’m providing these cheat sheets to help make your preparation easier.… -
Important Documents To Gather for Tax Preparation – Page 1
Regular readers know that I’m a tax nerd. While I love everything about financial planning, numbers and spreadsheets, I have a special place in my heart for taxes. Why? Maybe… -
What My Personal Trainer Taught Me About Personal Finance – Revisited
After reading my fundamental planning posts, Ben suggested revisiting a piece I wrote over year ago covering what my personal trainer taught me about financial planning. I love when life… -
Your 2017 Financial Checklist
We’ve come to the last post of our fundamentals month. I hope this financial tune-up has helped clarify why you want to achieve the goals and resolutions you’ve set for…