Turning Stock Market Lemons into Lemonade: The Strategic Advantage of Roth Conversions in a Downturn
A depressed stock market can feel like a financial setback, but for savvy investors, it presents a unique opportunity to optimize long-term tax outcomes through
“Yay- Another article about esoteric tax rules!”… said no one ever. Nonetheless, I have written this one because it keeps popping up as relevant in client tax
Several years ago, I wrote an article for the FPH newsletter titled, “Friends Don’t Let Friends Buy Bond Funds.” That refrain has become an enduring mantra in
3.2 million working and retired Americans got some much deserved good news when the Social Security Fairness Act was signed into law in January (2025). The law
Estate Guru Asset Registrations Guidebook – Many consumers who have taken time to draft revocable trusts have no idea how get their assets registered into the
In 1994, a California financial planner named William Bengen published a seminal paper in the Journal of Financial Planning titled, “Determining Withdrawal
Below is a list of my top five Acquired podcast episodes. They are not ranked in any particular order, but they represent the episodes that I have played
A video showing what makes Nest Egg Guru’s Retirement Simulator Software better than traditional Monte Carlo applications.
Emoney’s Spending and Budgeting application allows you to build out monthly spending budgets while tracking spending habits on your connected bank, brokerage
Three TikTok Videos About 529 Plan to Roth IRA Rollovers That Are High on Drama and Low on Fact-checking. The finfluencer community appears to have seized on
J.R. explains why he is not a fan of trust companies and urges people to consider independent third-party trustees. Estate planning and elder law attorneys
The author explains two roles he believes Bitcoin may play in consumer portfolios. I know there is still a large segment of the population that is aware that