Standard vs. Itemized Deductions: Which Should You Take?
It doesn’t matter if you pass everything off to a CPA, punch your way through a tax prep software, or put pen to physical paper and self-complete your tax return
Eddy
How to Prioritize Financial Goals When Everything Feels Important
Do you ever feel like you’re giving everything you have to balance it all? As if you’re sitting 8 feet high on a unicycle… with a stack of dishes towering
Trump Accounts: How They Work & Whether You Should Open One
As if you didn’t already have enough things to consider when thinking about your child’s future, another ball has been tossed your way to mentally juggle. Enter the Section 530A
Group Term Life Insurance vs. Individual Coverage: What’s the Right Move?
In our work with young families, one of the first layers of their financial landscape we assess is life insurance. For most people, there are two ways to put this
The Risk of Holding Too Much Cash & What to Do About It
Too Much Cash?! Yes, it’s possible. Much like any time I sit down with a spoon and a pint of Ben & Jerry’s, the same holds true with cash… You
What is Enough?
What is “enough”? There’s nothing like a major life milestone to bring on a spell of deep reflection. Since having our daughter a few months ago, I’ve really been chewing
Financial Checklist for Expecting Parents: What We Did by Trimester
The Key Financial Planning Decisions We Made When Expecting Are you planning to grow your family, or already expecting the newest addition? If so, I hope this post serves as
Year-End Tax Planning: Smart Moves to Save You Money
Ever feel like the holiday season is too quiet? Maybe not enough going on? Boring, even? Well, I have a little gift for you. It’s the perfect time to add
Estate Planning: What Everyone Should Know
When I cover the topic in meetings with clients, I often begin by asking what comes to their mind when they hear “estate planning”. A few will rattle off the
What to do With an Old 401k
Millennials have a knack for switching jobs throughout their careers. In our generation’s constant pursuit of workplace fulfillment, many suddenly find themselves one day with a collection of old employer