Financial Geekery

When should you suck it up and pay capital gains? Good question. Let's walk through the analysis of a few scenarios.

While "Setting Every Community Up for Retirement Enhancement" may seem a bit grandiose for what the law actually does, don't assume it doesn't apply to you!

You probably know that I'm a huge fan of weekly money time, but often the work that's done there is down in the weeds: paying bills, allocating income, and general keeping-the-wheels-on-the-bus sort of stuff. So: let's talk about some of the high-level, onc...

I know, "tax shelters" is a bit of a loaded word, bringing to mind Swiss bank accounts and offshore holdings in the Cayman islands.

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Operations Specialist

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Summary

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Of course, tax optimization can't fit into a single blog article. But what I can do is point you to several of the biggest knobs you're likely to have available as a tech professional: your employee benefits!

This deceptively simple question comes up quite a lot when I'm talking to clients. There are actually several different questions they might actually be asking! And asking the right question is critical.

When should you use it? Where does it fit in your overall portfolio? Can you invest it? All good questions. Welcome to emergency savings 201.

We have to have an Adaptive Financial Planning mindset. But that doesn't mean we're completely at the mercy of chance.

How do you allocate your dollars such that you are prepared for the future, but also living fully in the present?