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.
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 18, 2026
The difference between compliance and tax planning
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
Mar 7, 2026
Why Cash is Your "Psychological Hedge"
Jan 27, 2026
Why High-Income Professionals Need a Different Roadmap than Reddit Told You
Jan 20, 2026
They're Something Else Entirely
Jan 13, 2026
And You're Probably Leaving Half of It on the Table
Jan 5, 2026
Why the Spreadsheet Can't Answer Your Hardest Question
Jul 23, 2025
Traditional vs. Roth 401(k): Balancing today’s tax relief against tomorrow’s tax‐free withdrawals.
Jul 9, 2025
The method of distributing assets after death follows a hierarchy
Jul 1, 2025
A concise introduction on how to leverage QSBS
Nov 27, 2024
Key deadlines for many personal finance and tax planning strategies
Nov 26, 2024
There is a place for low volatility ETFs.
Nov 19, 2024
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
Explore the Child Care Tax Credit essentials for parents, including eligibility, claiming, and maximizing benefits.
Sep 5, 2024
Insights and Strategies Gained From Two Decades in the Market
May 29, 2024
Markets, Insights, and Innovation
Apr 27, 2024
S&P 600 vs Russell 2000 Comparison
Apr 17, 2024
Wall Street's interest rate predictions fell flat.
Nov 8, 2023
2023 2nd Half Update
Oct 18, 2023
Let's Review & Plan
