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Taxes
Where Should Your Charitable Gift Come From? Cash, Appreciated Stock, or a Qualified Charitable Distribution
Should your charitable gift come from cash, appreciated stock, or a qualified charitable distribution? The source can change your tax ...
Taxes
When a Roth Conversion Helps. And When It Doesn’t
A Roth conversion can help, but not always. A Roth conversion may reduce future tax pressure; it also may not. ...
Taxes
2026 Tax Changes: What Actually Matters
The 2026 tax changes that matter most. SALT, the senior deduction, charitable limits, and the planning decisions many people ...
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Financial Planning
Podcast Appearances and Interviews
I am a panelist on the Money Tree Investing podcast. Episodes are recorded for later airing. You can find additional
Advisory Services
Life Planning Training: Reinforcing My Purpose
Life planning focuses on the human side of financial planning. Here is what I learned during my recent experience at
Financial Planning
Financial Planning for Couples – It Takes Teamwork
Managing family finances and putting together a financial plan should include the input of both members of a couple. Work