KWP Blogs

Tax Planning

How I Filed My BOI Report and Why You Might Do the Same

Neil Krishnaswamy, CFP® November 18, 2024

How to Play the College Financial Aid Game

How to Play the College Financial Aid Game

Neil Krishnaswamy, CFP® October 21, 2024

Investment Management

Cultivate Your Optionality

Neil Krishnaswamy, CFP® August 15, 2024

Social Security Retirement

What Expats Should Know about Receiving Social Security Abroad

Neil Krishnaswamy, CFP® July 4, 2024

Investment Management

Living without Sunk Costs

Neil Krishnaswamy, CFP® June 3, 2024

Financial Planner

Has the Time Come for Slow Productivity?

Neil Krishnaswamy, CFP® May 1, 2024

Financial Planner

How Guardrails Can Improve Your Retirement Experience

Neil Krishnaswamy, CFP® April 1, 2024

Financial Planner, McKinney TX

The Real Reasons Why You Should Save Money

Neil Krishnaswamy, CFP® February 29, 2024

Debt Planning

Thoughts on Paying off a Mortgage Early

Neil Krishnaswamy, CFP® February 1, 2024

Estate Planning Financial Planning

Clear the Hurdles for Your Family’s First Estate Plan

Neil Krishnaswamy, CFP® December 31, 2023

Choose Your Retirement Age with Purpose

Choose Your Retirement Age with Purpose

Neil Krishnaswamy, CFP® November 30, 2023

Employee Benefits

A Checklist for Crushing Open Enrollment

Neil Krishnaswamy, CFP® October 31, 2023

Investment Planner McKinney TX

Lessons from a Stockbroker Parable

Neil Krishnaswamy, CFP® October 1, 2023

Financial Planning

Addressing Concerns about Overfunding a College 529 Plan

Neil Krishnaswamy, CFP® August 31, 2023

Estate Planning

Does a Trust Belong in Your Estate Plan?

Neil Krishnaswamy, CFP® July 27, 2023

IUI Indexed Universal Life Insurance

Countering Two Claims Made by Indexed Universal Life Insurance Agents

Neil Krishnaswamy, CFP® July 3, 2023

How to Maximize the Home Office Tax Deduction

Neil Krishnaswamy, CFP® June 1, 2023

Your Social Security Statement May Not Tell the Full Story

Neil Krishnaswamy, CFP® May 1, 2023

Increase Your Productivity by Reversing Parkinson’s Law

Neil Krishnaswamy, CFP® March 17, 2023

Respect Your Budget but Start with Tracking

Neil Krishnaswamy, CFP® February 20, 2023

4 percent rule

Will the 4 Percent Rule Work for Your Retirement?

Neil Krishnaswamy, CFP® December 18, 2022

Tax Loss Harvest in Down Markets

Should You Tax Loss Harvest in Down Markets?

Neil Krishnaswamy, CFP® October 17, 2022

Investing vs. Speculation

Investing vs. Speculation – What’s the Difference?

Neil Krishnaswamy, CFP® September 15, 2022

Focus on Systems

Have Goals but Focus on Systems

Neil Krishnaswamy, CFP® August 16, 2022

Business Planning

Can You Benefit from a Profit First Mindset?

Neil Krishnaswamy, CFP® July 10, 2022

Social Security Retirement Krishna Wealth Planning

The Top Four Questions I’m Asked About Social Security

Neil Krishnaswamy, CFP® June 12, 2022

Sleep Human Capital

Seeking Capital Preservation? Try Sleep

Neil Krishnaswamy, CFP® May 16, 2022

Tax-Free Retirement

How 80 Percent of Our Retirement Assets Became Tax-Free

Neil Krishnaswamy, CFP® April 15, 2022

Stress Ukraine

Harnessing Stress to Your Benefit in Life and Investing

Neil Krishnaswamy, CFP® March 22, 2022

Series I Savings Bonds

Are Series I Savings Bonds Too Good to be True?

Neil Krishnaswamy, CFP® December 13, 2021

college investment process

Improving Your College Investment Process

Neil Krishnaswamy, CFP® November 18, 2021

debt capacity

The Value of Having Debt Capacity

Neil Krishnaswamy, CFP® August 24, 2021

Expat Tax Planning

Working Overseas? Two Expat Tax Tips Could Help

Neil Krishnaswamy, CFP® July 21, 2021

Inflation

Having a Healthy Fear of Inflation

Neil Krishnaswamy, CFP® June 3, 2021

Maintenance Mindset

Embracing the Maintenance Mindset

Neil Krishnaswamy, CFP® May 5, 2021

Long-term care

The Long-Term Care Funding Dilemma

Neil Krishnaswamy, CFP® April 5, 2021

Minimalism

Is a Dose of Minimalism the Cure?

Neil Krishnaswamy, CFP® March 1, 2021

Income Tax Changes Biden

Tax Changes to Expect During the Biden Administration

Neil Krishnaswamy, CFP® February 2, 2021

Household Wealth

Expanding the View of Household Wealth

Neil Krishnaswamy, CFP® January 11, 2021

Mortgage Refinance

A Checklist for Home Mortgage Refinancing

Neil Krishnaswamy, CFP® December 4, 2020

Health Savings Accounts

Do We Underestimate the Benefit of Health Savings Accounts?

Neil Krishnaswamy, CFP® November 10, 2020

Presidential Elections

A Brief Look at Presidential Elections and Market Returns

Neil Krishnaswamy, CFP® October 29, 2020

Equity Indexed Annuities

Look Beyond the Allure Before Using Equity Indexed Annuities

Neil Krishnaswamy, CFP® October 12, 2020

S&P 500 Unknown

The S&P 500 – Can the Familiar be Unknowable?

Neil Krishnaswamy, CFP® September 24, 2020

Life Insurance

Five Questions I’ve Been Asked Recently about Life Insurance

Neil Krishnaswamy, CFP® September 4, 2020

Tax Tips for Sideline Businesses

Tax Tips if You’re Considering a Sideline Business

Neil Krishnaswamy, CFP® August 20, 2020

Value Premium

Will Value Investors be Rewarded Again?

Neil Krishnaswamy, CFP® July 15, 2020

Market Review

A Brief Midyear Market Review

Neil Krishnaswamy, CFP® July 7, 2020

First Time Real Estate Investor

First-time Real Estate Investor? Know What’s Really Involved

Neil Krishnaswamy, CFP® June 18, 2020

Health Insurance

Navigating Your Health Insurance Options if You Retire Early

Neil Krishnaswamy, CFP® June 3, 2020

Foundational Principles of Investing

Three Foundational Principles of Investing

Neil Krishnaswamy, CFP® May 11, 2020

Taxes Roth Conversion

Is Now the Time to do a Roth IRA Conversion?

Neil Krishnaswamy, CFP® April 23, 2020

Investment Perspective

Investment Perspective During COVID-19 and Difficult Markets

Neil Krishnaswamy, CFP® March 25, 2020

Dormant 401k

Awaking a Sleeping Lion – What to do with Your Dormant 401k Plan?

Neil Krishnaswamy, CFP® March 11, 2020

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