What is the trickiest part of being a financial planner? Is it outsmarting the markets? Knowing the “best” investments to recommend to clients? Figuring out someone’s lost crypto-wallet password? None of the above! At least not for me. The hardest…
Health Savings Accounts are fantastic. What other account has triple-tax benefits? Tax-deferred on the way in, tax-free growth, AND tax-free withdrawals when used for qualified medical expenses. Ah, but there is the rub. What can this magical tax-free money pay…
Here it is – yet another financial advisor blog shaking its finger at you about not timing the market. Sorry folks, as long as people keep buying high and selling low, you are going to get this message from my…
Yep, we’ve all heard the expression. You may vaguely sense that it’s a caution against jumping out of your investments when headlines are scary – and you are right. But, what does this even mean? Origin Story – Every good…
Any of my clients know that I am a non-fan of mountain property as an investment. I always encourage season-rentals over the constant financial drag of owning a second home. Especially in a location that is increasingly difficult and expensive…
A nuance of estate planning that I learned about recently is the complications of transferring guns of a decedent. It’s not like designating your Grammy’s parrot brooch to the most fashionable grandchild. Here to explain more is attorney Chris Hornbaker. …
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