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.
Oct 27, 2026
The tax bracket you're sitting in this year may be the lowest one you'll ever see again, and most people let it pass without noticing.
Oct 20, 2026
The calendar does not care that you were busy. Once January starts, most of December's opportunities are gone for good.
Oct 8, 2026
You can owe the IRS nothing in April and still get a penalty notice for how you paid it.
Sep 22, 2026
It's the one number in your financial life nobody hands you, and the one that decides whether everything else adds up.
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
