My latest posts

Fee-only vs. Fee-based Financial Planners

The names might be similar, but there is a huge difference between financial planners who are fee-based and those that are fee-only. Make sure the person who’s managing your investments has interests aligned with yours.

Grandparent 529 Plans are Good for Everyone

Are you a parent trying to figure out how you’ll pay for your kid’s college some day? Having your parents set up their own 529 plan for your child is a win-win. Your child will get the benefit of having some of their education expenses covered, and your parents can retain control of their investment while enjoying tax benefits. And YOU will know what to ask for in lieu of more clothes and toys your kid won’t use!

What’s your coastFIRE number?

The coastFIRE method for financial planning lets you work toward a general FIRE strategy with less stress. You can live with a lower savings rate while you’re working and/or choose to take on a less intense work life as you move closer to retirement. Calculate your target coastFIRE number with the formula below.

Financial Planning for Lawyers: 7 Factors to Consider

Lawyers and other high-income individuals have a lot of things to consider when setting up a financial plan. These 7 topics should each be addressed in the plan that you develop either yourself or with your CFP to manage your money.

Weighing The Pros and Cons of 529 Plans

Planning to pay for college (or private school) one day? A 529 savings plan isn’t your only option, but this list of pros and cons can help you decide if it makes sense for your family.

Save more money than your friends

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