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The one question most readers have been sending me has to do with The Number. I write those words with capital letters in homage to the financial planning book by Lee Eisenberg of the same name and ...
A Roth conversion can be a smart move. But it can be made even smarter if you use more than one Roth IRA to do it, then recharacterize the underperformers....
I had a great day at work this past Friday. There wasn't anything especially amazing about it, but it was a truly enjoyable day. Good conversation, meaty strategic work, and a fair amount of horsi...
My son is a junior in high school and starting to look at colleges. He’s a smart, thoughtful kid who doesn’t seem to be stressing too much about where he goes off to school. At the same time, sinc...
Saving for FIRE is the last thing on the minds of most people. Although almost everyone dreams of being financially independent and retiring early, very few are doing anything about it. Americans ...