Financial Planner (CFP® & CPA) | Stock Compensation Nerd | Tax Optimization Aficionado | Portfolio Architect Specialist Dad x 2 + Husband | Made in Sweden | Shaped in Uruguay | Embraced by New York.
Sep 15, 2026
Parents fund the 529 first out of guilt and the Roth IRA second out of habit. That order is backwards, and your kids will thank you for it later.
Sep 8, 2026
The data says September is the worst month for the market
Sep 1, 2026
It functions as a retirement account wearing a disguise, and almost nobody plays it that way.
Aug 25, 2026
It decides who raises your kids, too, and the judge has never met them.
Aug 18, 2026
Bengen published this rule three decades ago, and even he doesn't use it anymore.
Aug 11, 2026
The monthly payment is the smallest number in this decision. Taxes, maintenance, and closing costs add up to $30,000 most people never see coming.
Aug 4, 2026
Free money for some, a real head start for almost everyone else.
Jul 28, 2026
The honest answer nobody in the industry will give you.
Jul 21, 2026
The number on your statement is not your retirement income.
Jul 14, 2026
The number that controls your financial life was designed by lenders, for lenders. Here's how to turn it against them.
Jul 7, 2026
Two incomes should feel like a safety net. For most couples, it becomes a tighter leash.
Jun 23, 2026
Why More Money Isn't Making You Wealthier
Jun 16, 2026
The IRS Built You a Lifeline. Most Investors Never Reach for it.
Jun 9, 2026
The Conversation Most Parents Avoid Is the One That Changes Everything
Jun 2, 2026
The Answer Nobody Wants to Hear Because It Depends on How Well You Sleep at Night
May 26, 2026
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
Money that arrives all at once leaves just as fast, unless you've decided what it's for.
May 12, 2026
Most people guess, and the guess is usually wrong in one of two expensive directions.
May 5, 2026
The tax loophole the IRS never closed, and the people quietly walking through it every year.
Apr 28, 2026
While rolling over is usually right, here's four scenarios where it just isn't.
Apr 27, 2026
The tax benefit you think you’re getting usually isn’t there
Apr 21, 2026
Most donors assume the generous scenario. Most donors are wrong.
Apr 14, 2026
By the time you're sitting across from your CPA, the game is largely over.
Apr 11, 2026
Early Signs of Momentum in Planning & Portfolios
Mar 12, 2026
Emergency Funds and The Oil & AI Shocks
