A strategic approach to taxesAt the end of the year, we often think about taxes. Should I withdraw more money from my IRA or …
Open enrollment seasonIt’s that time of year again – open enrollment for Medicare and insurance coverage through many empl…
A stock option strategy if you embrace complexity and have timeBefore diving into a stock option plan, it’s important to decide how the decision fits into a larger…
Retirement and uncertaintyOne way to think about uncertainty in retirement is with Monte Carlo analysis, which models differen…
A tale of two stock optionsWhen tech workers first get stock options, they may be excited, having heard stories of people makin…
A framework for equity compensation decisionsOur equity comp framework uses your priorities to design a strategy for your company stock. When we …
Will I run out of money?No one has a guarantee of not running out of money in retirement, but you can reasonably address the…
FAQ about a DIY PaycheckSee our previous blog posts about Shifting from Saving to a DIY Paycheck and Build a DIY Paycheck fr…
Build a DIY Paycheck from InvestmentsCrafting a DIY Paycheck from investments and savings is a means to cover the gap between income (lik…
Shifting from Saving to a DIY PaycheckRetirement brings many changes and chief among them is a mind shift from “save and invest” to “pull …
Social Security COLA: A noticeable cost of living adjustmentStarting in January, seniors will see their Social Security monthly benefits increase by 5.9% due to…
For insurance consumers: Changes in Washington stateWashington at the forefront for LTC Washington is the first state in the nation to create a mean…
What is a fee-only fiduciary?Me! And lots of other people. It is a good baseline when selecting a financial advisor. Fee-only …
All financial advice is good* advice* It is all good advice. Good advice for someone, in some situation, which may or may not be YOUR si…