Is there really a Santa Claus Rally?Because I do not have a crystal ball (my frequent refrain), I hold back on all manner of attempts to…
Financial transitions across the lifespanAbacus Financial Planning helps women and their families across the lifespan. We work with clients a…
A good problem: what to do with cash?One reason clients seek out a financial planner is to figure out what to do with cash. The amounts c…
What are Required Minimum Distributions (RMD)?RMD refers to the Required Minimum Distribution from a qualified retirement account. “Qualified” mea…
Two ways to streamline your investments (and what to watch out for)We often hear from clients that they want to simplify their investments and accounts. Simplify could…
Family vacationA few weeks ago, I packed for a 6-day family vacation with three generations and cousins. I did my u…
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…
