Gabriel Kaplan

May 26, 2026

The Hidden Costs of Waiting to Invest

The most expensive decision most high earners make isn't a bad investment. It's the years they spent not making one.

May 19, 2026

What To Do With A Windfall: Bonus, Inheritance, or Stock Vesting

Money that arrives all at once leaves just as fast, unless you've decided what it's for.

May 12, 2026

How Much Life Insurance Do You Actually Need?

Most people guess, and the guess is usually wrong in one of two expensive directions.

May 5, 2026

What Is a Backdoor Roth IRA, and Should You Use One?

The tax loophole the IRS never closed, and the people quietly walking through it every year.

Apr 28, 2026

What are the pros and cons of a 401k to IRA rollover?

While rolling over is usually right, here's four scenarios where it just isn't.

Apr 27, 2026

Charitable Giving Isn’t the Tax Strategy You Think It Is

The tax benefit you think you’re getting usually isn’t there

Apr 21, 2026

Do I Save On Taxes By Giving To Charity?

Most donors assume the generous scenario. Most donors are wrong.

Apr 14, 2026

Do You Have A Tax Strategy?

By the time you're sitting across from your CPA, the game is largely over.

Apr 11, 2026

Trump Accounts and Market Rebound

Early Signs of Momentum in Planning & Portfolios

Mar 12, 2026

Resilience in Uncertainty

Emergency Funds and The Oil & AI Shocks

Mar 7, 2026

The Emergency Fund

Why Cash is Your "Psychological Hedge"

Jan 27, 2026

Creating a Roadmap to Financial Independence

Why High-Income Professionals Need a Different Roadmap than Reddit Told You

Jan 20, 2026

The Wealthy Aren't Frugal

They're Something Else Entirely

Jan 13, 2026

Your Employee Benefits Package Is Worth More Than You Think

And You're Probably Leaving Half of It on the Table

Jan 5, 2026

Can We Afford to Have Another Kid?

Why the Spreadsheet Can't Answer Your Hardest Question

Jul 23, 2025

Should I contribute to the Roth 401(k) or the Traditional 401(k)?

Traditional vs. Roth 401(k): Balancing today’s tax relief against tomorrow’s tax‐free withdrawals.

Jul 9, 2025

Estate Planning: The Asset Transfer Hierarchy

The method of distributing assets after death follows a hierarchy

Jul 1, 2025

Qualified Small Business Stock (QSBS)

A concise introduction on how to leverage QSBS

Nov 27, 2024

Year-End Checklist: Top 20 Financial Moves Before December 31

Key deadlines for many personal finance and tax planning strategies

Nov 26, 2024

Should you invest in low volatility equity ETFs?

There is a place for low volatility ETFs.

Nov 19, 2024

What should I do with my next saved dollar? Where should I be saving?

Using a savings waterfall strategy helps you organize your money so you can focus on your top financial goals. It ensures you're using your resources wisely and building long-term financial stability.

Oct 1, 2024

Child Care Tax Credit 101: What Every Parent Needs to Know for Tax Season

Explore the Child Care Tax Credit essentials for parents, including eligibility, claiming, and maximizing benefits.

Sep 5, 2024

20 Investment Lessons From The First Half Of My Career

Insights and Strategies Gained From Two Decades in the Market

May 29, 2024

Consumers: Are they finally cracking?

Markets, Insights, and Innovation

Apr 27, 2024

Is the Russell 2000 the best small-cap index?

S&P 600 vs Russell 2000 Comparison