We see this all of the time. Someone thinks they’ve “made it.” They’ve crossed the magical $1 million net worth threshold, based on their...

Caitlin and I have been out on the Podcast circuit again, guesting on some popular podcasts that will be out soon. Until those episodes are released, I thought I would revisit some of the other podcast interviews we’ve done – the good, bad, and the ugly.

The best time to sell is not what you think it is. There are three important factors to consider, and apply to your life.

With markets swinging wildly, here are three ways to stay in control of your finances.

Let's unpack one of the best tax-saving tools: the Roth IRA conversion. Most people don’t realize there are actually three distinct types of Roth conversions, each with their own rules, timelines, and tax consequences. So let’s demystify the Roth lingo and break down how these moves can seriously level up your tax game.

When colleges lose government funding, they don’t just dim the dorm lights - they start selling off private assets in their endowments, and those moves can ripple down into our portfolios too.

We often unknowingly support companies that don't align with our values, through our investing. Whether it's with a retirement or brokerage account, we may be funding the very actions we vote and protest against. This article breaks down how we can find out where our assets are invested, and what we can do to change those that are not aligned with our values.

Actions we can take during market downturns- that require neither selling nor buying.

What is tax-loss harvesting, and how you can use it to your advantage.

A brokerage account doesn’t just have to include stocks - it’s actually a powerful tool that lets you access a diverse mix of asset types.

With the markets, and the world, feeling especially volatile, here are ways we can anchor ourselves to the truth.

Recently I came across a list of the Top 10 Financial Books , and while they were all great recommendations, every single one was written...

Recently, I was running some post-early-retirement scenarios for a client - a married couple with two kids - and I showed them a tax...

Taxes are one of the biggest wealth killers, and without a strategy, you’ll always feel like you’re falling behind.

Tax seasons always had me feeling crazy. When I found myself knee-deep in spreadsheets, deductions, and filing forms, I wanted to scream....

Discover how fees may be eating 90% of your investment portfolio over time. Learn how to minimize fee erosion and keep more of your money.

Imagine two women, both earning $100,000 a year, yet one keeps significantly more of her income while the other watches a huge chunk...

Reframing risk when it comes to investing money that has some time to grow.

Women Should Talk Money: Discover why discussing finances is an act of empowerment, not rudeness.

Learn about depreciation recapture and how it can apply even if selling at a loss.