100X - A Financial Life Planning Exercise

A question I often ask new clients is, imagine you wake up tomorrow and have $100 million in the bank…

Yet Another Form of Taxation

Call me lazy, but I increasingly place a premium on keeping things simple.

How to Choose Charities

Many people want to help, but how? One way to help is by giving money to charities. But how do you know which charities to trust?

A Medley of Musings

We covered a lot of interesting and topics at the conference, so I thought I’d share some of these with you in addition to some ideas I've been toying with.

Thelma & Louise

And while there are often times when you might feel like you’re hurtling toward disaster, the solution is often a simple adjustment.

Changing Retirement Rules

Let’s take a moment to cover some of the highlights of the latest Federal legislation intended to make retirement easier for Americans, the Secure Act 2.0.

Equigravisphere

The one thing in the book Rocket Men that stuck with me was his description of the “equigravisphere.”

Has the Pandemic Altered Your Priorities?

Comfort in Context

You can have the best financial strategy, best investment portfolio, or the best estate plan, but if you’re not comfortable, what have you really accomplished?