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Frameworks for Thinking About Money
Financially Well by
Personal finance should feel simpler, less daunting, and more accessible when you need to make decisions for your family. My writing here offers frameworks for how you can move closer to this rewarding reality.
Do you still need to draft estate planning documents for your family? Your best path likely involves delicate, but inimitable, decisions.
November 15, 2024
Frameworks For Thinking About Money
Financially Well by
Tax-advantaged accounts offer clear benefits. But you may need to lock up that money until you’re much older. Is that risk worth it?
October 1, 2024
Compelling options to save for retirement, including the mega backdoor Roth exist. But only if you have access.
July 31, 2024
Our preferences for things with which we’re familiar creates a home bias when we invest our savings
October 1, 2022
