7-Minute Read I hope the timing of this blog is better late than never. It is a reminder about a FinCEN reporting requirement with a January 1st, 2025 deadline for…
7-Minute Read You may be aware that the cost of college today is much higher than it was twenty years ago, and the country has a student loan crisis. Part…
4-Minute Read We all know what it means to consume. But if you look at the definition of the word, you might be surprised: To destroy or expend by use;…
5-Minute Read Maybe it’s a little ironic to release a blog about expats on arguably the most patriotic day of the year. But no matter where you end up living,…
4-Minute Read “I have no sunk costs.” Daniel Kahneman Have you ever read the work of Daniel Kahneman? If so, you have probably gained valuable insights into how you and…
6-Minute Read “Quality both demands slowness and enables slowness.” Cal Newport from Slow Productivity As a financial planner, I find value in exploring topics indirectly related to personal finance. One…
4-Minute Read Imagine driving along a winding scenic road beside an ocean cliff. While you want to enjoy the ride, you must ensure you don’t veer off the road. It…
5-Minute Read If you’re a homeowner with a mortgage, should you try to pay it off early? As a financial planner, I’m frequently asked this question. It often leads to…
6-Minute Read Have you been putting off creating your first estate plan? If so, you are not alone. Many people make this their New Year's resolution but somehow get stuck.…
4-Minute Read When do you expect to retire? I ask this question to people before analyzing their financial situations or determining the feasibility of their retirement plans. There is often…
