Financial Geekery

January 7, 2020

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!

December 15, 2019

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...

December 1, 2019

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

November 22, 2019

Know someone who loves (a) nerds, (b) financial planning, and (c) operations/administration? Send this their way!

Operations Specialist

I’m looking for an operations specialist who’s looking to grow with our company -- and loves working with Gen-X/Gen-Y nerds!

Summary

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November 17, 2019

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!

November 3, 2019

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.

October 20, 2019

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.

October 6, 2019

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

September 22, 2019

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

September 8, 2019

The concept of "Plan B" is extremely useful for two main reasons, either of which may be more important depending on what kind of person you are.

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