Clear & Concise Financial Advice

The most common mistake among investors of all ages is not matching the right type of investment to their intended […]

Many people feel good about giving money to charities.  They also like to get the corresponding tax deduction.  Unfortunately, fewer […]

I have been reading a few books lately about steps that wealthy families can take so that their kids do […]

The road to riches for many key employees and executives is paved with equity compensation. Today’s article is going to […]

At approximately 5:15 a.m. last Sunday, my wife Angela was driving our daughters, Gracie (13) and Maya (12) to horseback […]

Stock options were all the rage during the dot com boom of the late 1990s. Equity compensation is still booming, […]

Digital money, known as “cryptocurrency,” has continued to gain acceptance, both among speculative millennials as well as institutions. I used […]

Now that most everyone has filed their 2021 taxes, let’s review how much you can sock away in tax-deferred retirement […]

This past week, I attended a presentation (via webinar) featuring a prominent retirement researcher, Michael Finke. I made notes on […]