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

Don't miss this opportunity when your taxable income dips

Rolling Excess 529 Contributions into a Roth IRA

The #1 Thing I Wish Every CalSTRS Employee Knew

I will be receiving an unexpected bonus shortly. I want to do something smart with the money - any ideas?

No tax benefit for your charitable giving? Here are 2 workarounds.

3 Tax Mistakes I Saw This Year [video]

This guide will help you evaluate a property’s potential and get started with real estate investing.

Combining all of their money the day after they say "I do" doesn't make sense to everyone. Here's a quick yours, mine, ours strategy that I have set up for clients.

I don’t sell annuities. I don’t recommend them for the vast majority of my clients although there can be cases where it makes sense.

That being said, I have reviewed a lot of annuities over the years. Most people don’t understand what they have and how to begin evaluating them.

This video will help.

Everything you need to know about Required Minimum Distributions (RMDs).

The 3 Biggest Mistakes I see with DIY Financial Plans