“Do you have any clients my age who own stocks?” I've gotten this question a few times - mostly from retirees who are worried about being...

It’s getting close! The first snowfall made me realize that the end of the year is almost here, so I figured it’s time for a series of...

It’s getting close! The first snowfall made me realize that the end of the year is almost here, so I figured it’s time for a series of...

Lots of people think they're getting a tax benefit for gifts to charity or their mortgage interest, but here's the thing: Most aren't....

Wait! Don’t just blindly select the same benefits you had last year! You don’t need to do too much work, but open enrollment is a great...

The requirements to call yourself a financial advisor are pretty lax. So how do you know they know what they’re doing? I thought I’d...

Personal finance is full of rules of thumb. They can be helpful for DIYers, but most of the time, they’re just noise. Here are a few...

“Will my 401(k) still be there when I leave?” I got this question last week from someone I work with. It’s her first time having access...

"Did you see Intel today?" I got this message in early August from a friend of mine who’s also a financial advisor. Intel’s stock...

Portfolio construction is not generally the reason that most people hire me. I know this because I don’t advertise it. When I’m giving...

Choosing an advisor to work with is a big decision. If you’ve never worked with an advisor before, it can be a seemingly large expense...

How to make the most money on your investments in the second half of 2024: Just kidding. Stock and bond markets are interesting, so I...

What’s the best part about summer? That’s right – tax planning! I mean, let’s be real, you can only do so many summer activities before...

Once your Altruist accounts are opened, you can link your bank account to them. Here are the instructions for doing that on a desktop...

Here's the REALLY short answer: It depends. Less short answer: If you expect your tax rate to be higher when you use the funds, you...

There’s been more and more talk about Social Security and its feasibility recently, as we get closer and closer to the mid-2030s when the...

Real estate is often seen as the golden ticket to wealth - it has been for many, and that trend is likely to continue for those who are...

One of the problems in the financial advice industry is a lack of transparency around pricing and how advisors get paid. It can be...

I am very transparent about how I charge the people I work with. You can find my services and how much I charge on my Services page if...

Lots of people love the idea of investing in real estate. There’s something to be said for being able to drive by or walk through your...