Browse recent articles or search for a specific topic.
Here Are All The Taxes In You’re Paying In Your Stock Portfolio
An investment portfolio can be comprised of individual stocks, individual bonds, treasuries, cash, money market accounts, certificates of deposit, exchange-traded funds, mutual funds, cryptocurrency and many others. Because equity investments (company ownership) are taxed differently than fixed income (debt instruments), the broad categories I’d like to focus on are equity-based mutual funds and stocks. Let’s explore the elements of these investment portfolios and how to optimize your tax strategies.
5 Financial New Year’s Resolutions That Help Get Your Money In Order
With the new year approaching, many people are thinking about resolutions like going to the gym, eating healthier, hitting work metrics and getting their finances in order. Thinking about how to get your finances in order can be a daunting task, so I’ve laid out five manageable New Year’s resolutions to consider.
How To Build Generational Wealth In 6 Steps
Many families have a complicated relationship with money. This can lead to money being a taboo topic. If you want to foster a healthy relationship with money in the next generation of your family, it’s important to embrace the topic of money, provide lessons, and share your experience.
Financial Prenuptial Considerations When You’re Getting Married In California
If you’re getting married for the first time, you may have some debt, some assets, and some ideas about how you want your life to go. Your prospective spouse may have the same. Given these realities, it’s helpful to understand prenuptial agreements, where they are valuable and some major financial considerations in setting up the agreement.
How To Build And Maintain Good Credit
Not everyone has the privilege of being taught how to build credit from a young age, but it’s never too late to learn. Let’s discuss the different components of your credit score and how to build and maintain good credit.
MY BOOK
I seek to make personal financial planning less scary.
This book provides a simple guide for working through life's biggest financial questions facing couples in their 20s, 30s, and early 40s today. It starts with goals-based planning around topics including retirement planning, education planning, and major purchase planning. It then walks through some basics of investment management, options for how to invest, behavioral finance, and pitfalls to avoid. Lastly, it discusses risk management and insurance.
If you are not sure where to start, this book may provide some clarity.