What are the best habits to create and sustain healthy saving behaviors? I’ve seen various strategies that range from stellar, to creative, to works in progress. From […]
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Saving For Retirement
How much should you save for retirement? There’s not a simple answer as everyone’s circumstances are different but I’ll offer a framework to think about this question.
Save More Money
It’s a new year and maybe you’ve resolved to save more money. If so, here’s my list of the 8 or 9 best ways to do it […]
Ode To A Roth IRA
For most people in most situations, a Roth retirement account is better than a pre-tax 401K or IRA, but keep in mind that either is better than […]
Achieve Your Best Financial Self
My clients and students demonstrate a range of personal finance behaviors – from stellar, to clever, to needing improvement. Here’s my list of DOs and DON’Ts to […]
Teach Your Children Well
Developing financial literacy in kids is challenging. Given its importance, I have some suggestions for how to create good personal finance habits in our children. They may […]
Should you rent or buy your home?
Whether to rent or buy your home is one of the eternal personal finance questions. My two cents on this topic may be counter-intuitive to more conventional […]
Should you do a Roth IRA conversion?
You may have heard of a Roth IRA conversion and are wondering (a) what it is and (b) if you should do it.
The Giving Tree
You want to donate some money to charity? I’ll suggest the most tax-efficient and flexible way to do so.
Are you in the 4%?
You may have heard about the 4% rule for retirement spending. It’s a simple but imperfect guide to how much you can safely spend each year during […]
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