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Estate Planning
Healthcare
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Retirement Mindset
Social Security
Tax Planning
Women & Life Transitions
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The best portfolio is the one you can stick with
And why it’s important to remember the past while planning for the future
Aug 26
3
4
What your retirement income plan should tell you
Most simply tell you the odds
Aug 5
2
The real potential with Trump accounts
The $1,000 seed money is getting all the attention. But there's a much bigger opportunity...
Jul 29
A new way to give your grandchildren a head start
How the new Trump accounts work, and the free $1,000 for kids born 2025 through 2028
Jun 3
First-class inflation
A stamp went from 10 cents to 82. What 50 years of postage say about your retirement.
May 13
2
1
Your money is there to let you live your life
What the data says about today’s market volatility
Apr 29
6
6
Buy the haystack
Why owning the whole market beats chasing individual stocks
Apr 15
3
Start Here
A guide to the best articles in the archive, organized by topic
Apr 10
What’s inside your portfolio
A simple breakdown of how a diversified portfolio actually works
Mar 4
2
1
What baseball can teach you about your money
Ignore the noise, trust the process
Feb 4
1
2
1
Recent client projects - December 2025
A glimpse into what I've been working on lately
Dec 3, 2025
2
Expectations vs. reality: why most advisor relationships fail (and how to fix yours)
How to start off on the right foot with a new advisor (or any service provider)
Nov 26, 2025
3
2
1
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