Author Archive
How to Maintain Financial Independence in Marriage
This year, my book club read Strangers: A Memoir of Marriage by Belle Burden. Without spoiling the plot, let me say the book sparked a…
What Are Trump Accounts? A Financial Planning Guide to the New 530A Child Savings Accounts
Beginning on July 4, families can start contributing to a new savings vehicle for children known as a “Trump Account” under Section 530A. For some…
What Are the Three Buckets of Retirement Savings?
Retirement introduces a new challenge for pre-retirees and retirees: how can I withdraw the assets I’ve spent decades saving and growing in a sustainable way?…
How Young Professionals Can Put Excess Cash Flow to Work
Imagine this: you’ve just received a raise at work. Or, perhaps you’ve finally eliminated a high-interest debt payment. Extra cash flow doesn’t just provide financial…
