I have completed dozens of financial plans that were gifts - the person paying for the financial plan was different from the person going through the process and receiving the financial plan. Here is what to expect if you are interested in giving (or receiving) a financial plan this year.

Many people have ‘something’ with regard to estate planning, but often what they have is not complete, not updated, or not sufficient. Children can play an important role by helping their parents get their affairs in order. Given that this could potentially be a tough conversation, here are some questions to get you started.

For people who don’t need the money yet, such as those who inherited an IRA subject to RMDs but are still working, you can transfer shares equivalent to the RMD amount to a Brokerage account. That allows you to satisfy the RMD but keep the money invested. Let's go through this strategy.

Estate Planning is something we all need to do regardless of net worth or personal situation. Your loved ones bear the burden of your mistakes - whether that is high probate fees, delays in receiving their inheritance, or hurt feelings that can destroy relationships. Here are the most common mistakes and how to avoid them.

Quick Tip - Doing Backdoor Roth Conversions for clients and it got me thinking...

Feeling nervous about investing this election year? This video will put things in perspective and help you focus on what you can control.

Don’t wait too long after the honeymoon to dive into your finances as a married couple. Getting married is a “qualifying event”, giving you a rare 30-60 day window to change your insurance elections outside the annual enrollment period. Here is how to start reviewing your policies together as a newly married couple.

You can buy AD&D Life Insurance at work and the coverage is cheap - should you buy it?

Learn how to evaluate your coverage, understand policy definitions, and make informed decisions about protecting your income.

We typically recommend Term Life over Whole Life. Here's why.

The TSP is changing the benchmark for its I Fund. Here are the details. Non-participants may also find the content relevant if you have an international fund or want to get exposure to that space.

Let's review our Homeowners Insurance policy together. We're talking Coverage B - Other Structures, Non-Covered Hazards, and Personal Liability Coverage in this video.

Let's review our Homeowners Insurance policy together. We're talking deductibles and Coverage A - Dwelling Protection in this video.

Restricted Stock Units (RSUs) are becoming more and more popular. Many people are confused about how to best handle them and feel paralyzed. You just need to understand the tax consequences and have a plan for when they vest. Here’s what you need to know.

Basic Non-Paid Chores, Paid Chores, and an Annual Goal Page. That pretty much sums up our chore system. What's yours?

I made a lot of mistakes when transitioned from a W-2 employee to a self-employed consultant. I wasn’t yet a financial planner and nobody in my life at the time had gone through this process. Here is what you need to know to have a much smoother transition than I did.

Once you start having different types of accounts, we need to be aware of the tax piece and this concept called asset location. There's different types of accounts that we can use to hold and invest our money. Each of those types of accounts have different tax characteristics, and we can use those differences to our advantage.

Whether you are looking for more flexibility, better pay, or just a more satisfying way to spend 40’ish hours a week, here is what I will need from you to chart out the transition and support you during the process.

When HSAs get Complicated

Why I ask both spouses to be part of the planning process