Plain-language writing on planning, investing, and the turns a financial life takes. No forecasts, no hot takes.
Thinking Outside the Box · Part 1
Estate planning is not only about what happens after you pass away. It is also about who can step in while you are still here.
Thinking Outside the Box · Introduction
There is not one true way to reach your goals. A new series on making financial planning feel less like a set of rigid rules and more like a thoughtful conversation about choices.
During the first days of the Pandemic, my eight-year-old asked me whether we would have enough to eat. Talking with your children about money in a hard season is a chance to change a money script before it is written.
If something here raises a question about your own situation, that is a good reason to talk.