Blog
Taxes
How Different Types of Income Are Taxed. And Why $100,000 of Income Is Not All Taxed the Same Way
Two households can report the same income and still owe very different taxes. Learn how different types of income are ...
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. ...
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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