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Retirement planning is tax planning
You can't do one without the other (at least, I wouldn't recommend it)
Apr 17
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Retirement planning is tax planning
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Do I need to rebalance my portfolio?
Whether the market is going up or down, it's smart to rebalance your portfolio
Apr 10
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Do I need to rebalance my portfolio?
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Sculpting your financial plan
Refining your financial plan through subtraction instead of addition
Apr 3
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Sculpting your financial plan
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March 2024
More cheese, fewer cats
Seeking pleasure and avoiding pain in your financial planning
Mar 27
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More cheese, fewer cats
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Creating a "paycheck" in retirement
A few thoughts on retirement income planning
Mar 20
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Creating a "paycheck" in retirement
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Equigravisphere
Pulling away from one thing and being drawn toward another... or not
Mar 13
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Equigravisphere
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9 Investments Women Should Avoid
A few things to keep out of your investment portfolio
Mar 11
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9 Investments Women Should Avoid
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The only constant in life...
Getting punched in the gut when you least expect it
Mar 6
3
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The only constant in life...
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February 2024
Goldilocks and the 3 financial plans
Getting your financial plan "just right"
Feb 28
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Goldilocks and the 3 financial plans
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When being "conservative" can be costly
Avoiding one risk can introduce other risks
Feb 21
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When being "conservative" can be costly
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More money, same problems
No matter how much you have, we're all afraid of the same things
Feb 14
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More money, same problems
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Read this before you hire a financial advisor
My thoughts on navigating the often confusing world of financial advice...
Feb 7
1
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Read this before you hire a financial advisor
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