Many of us are charitably inclined and take pride in giving monthly or annually to charities. But most of us typically give when we’re asked by a friend or when we set up monthly or annual donations to charities we like. We don’t think too much about how it fits...
I’m a financial planner so saving is something I can get obsessed with. I love the end of the year because I do tax planning for myself to figure out what my taxes will look like and I play with different scenarios for how much to put in my solo 401k. I’m a geek...
Whether it’s saving for travel, building a nest egg to start your own venture, or saving enough for a comfortable retirement, chances are, you’ve got a few financial goals weighing on your mind. I know because most of my clients come to me with competing priorities...
Home buying is an emotionally loaded decision. The irony of it is, people often spend far more time planning vacations than they do on a 15-minute walk-through for a specific home before placing an offer. It’s so tempting for this major life decision to be...
The work environment that our parents and grandparents once knew does not really exist anymore. The economy is ever-changing, and the Internet Age has seen rapid developments that have revolutionized the way we experience work. The nature of our work will continue to...
