Preparing for and Protecting a Child’s Financial Future
As busy parents and grandparents with all that has been happening around us during the pandemic, it is easy to … Read more
As busy parents and grandparents with all that has been happening around us during the pandemic, it is easy to … Read more
The brain is a miraculous thing. I remember reading that if you think about an outcome you want to have … Read more
My mother always used to tell me, you are the company you keep. If you hang around with troublemakers as … Read more
The word balance implies that there are multiple forces and weights pulling and pushing at different and sometimes opposite ends … Read more
Lots of physicians have side hustles. One type of side work unique suited to physicians is becoming an expert witness. … Read more
One of the cooler and more rewarding ways of giving back is paying it forward. Endowing a scholarship at a … Read more
An ancient philosopher from Rome, Seneca, posited, “luck is what happens when preparation meets opportunity.” There’s also the common phrase, … Read more
When you donate appreciated assets like stocks, ETFs, and mutual funds, you’re giving in a highly tax-efficient way, which is … Read more
Nobody’s perfect. Even folks who seem to have All of Their Stuff Together will admit, if you perhaps ask them … Read more
plus ça change, plus c’est la même chose… The more things change, the more things stay the same. There is … Read more
The robots are coming! Well, actually, they’re already here in a variety of industries, but artificial intelligence is absolutely going … Read more
Would you delay your FIRE date to take an extended break from work? What if you could minimize the impact … Read more
Most of us are, at least for a while during our professional lives, on the income improvement treadmill. We’re looking … Read more
To paraphrase a common saying, the road to ruin is paved with good intentions. Every parent wants “the best” for … Read more
I think it’s natural to expect as we get older that we will become more introspective. You’ve heard all of … Read more
In 2013, I opened my first Donor Advised Fund (DAF), and 2022 is my 10th year using them. They’re a … Read more
My Dad has uttered this phrase more times than I can count. “If you don’t ask, you don’t get.” He … Read more
Happiness is more difficult to define than it would seem at first blush. It’s even more difficult to quantify, and … Read more
Often, I share tales of successful investing and real estate ventures. This is not one of those. It’s quite the … Read more
Before I had a blog, I wouldn’t have dreamed of hiring a virtual assistant. I’m reluctant to outsource the work … Read more