Financial Planning
October 15, 2024
Fifteen months remain until certain provisions of the Tax Cuts and Jobs Act expire on […]
August 26, 2024
Americans love to rank things: from restaurants to movies to sports teams, if there is […]
August 22, 2024
As I write this article, my family and I are on an American Airlines flight […]
July 31, 2024
July 16, 2024
As a corporate executive, you likely receive an annual letter detailing your compensation, including a […]
June 1, 2024
I recently listened to a “finfluencer” describe the power of buying assets, not stuff. For […]
March 21, 2024
“I think it’s in a red notebook, or maybe it’s a burgundy one?” Dad said […]
December 6, 2023
Were you offered participation in your company’s non-qualified deferred compensation (NQDC) plan and find yourself […]
The Power of Congruence: Aligning Values, Beliefs, and Actions