Blog
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LGBTQ Profiles in Pride
This month we celebrate LGBTQ Pride. And today I want to highlight four LGBTQ people that have influenced my life. I have a deep sense of gratitude to those who… -
Happy Pride! A Reflection on How Pride Marches Got Started
Happy Pride! June is LGBT Pride Month across the country. I love this time of year — the Pride parties, parades and the overall good energy as people celebrate the… -
Three Insurance Supplements You Should Have in Your Plan
This is the last entry in my insurance series. I hope you found it helpful. Insurance may not be the most interesting financial topic, but it plays a crucial role… -
The Best Ways to Protect Your Home
I love talking to friends and clients about their financial lives. I especially love those “ah ha” moments when people realize that concepts they’ve never even considered are actually really… -
A Matter of Life and Death
How often do you think of your own death? Do you value your life more when you do? The philosophy major in me loves questions like these — existential exercises… -
Buying the Right Car Insurance Coverage
A couple of Sundays ago, Ben was on his way to his parents’ house in Indiana to spend some of his spring break with his family. About 15 minutes after… -
Why You Need to Pay Attention to Your Health Insurance
Insurance is boring. No one likes to talk about it. We don’t even like to buy it. Most of the time, we only get it because the government requires it… -
A Beginner’s Guide to Travel Rewards – Part 2
Last week I explored the basics of getting travel rewards. This week, let’s talk about how to optimize your rewards and avoid some common pitfalls while trying to do so.… -
A Beginner’s Guide to Travel Rewards – Part 1
I hate flying. Not because I’m scared of heights or dying in a crash, but because I have such a hard time fitting into those little seats. For those of… -
Last-Minute Tips for Tuesday’s Deadline
This tax season has flown by. For those of you still needing to file, you have until midnight next Tuesday April 18th, 2017. As always, I want to offer some… -
Like to compete? See where you fall on the LGBTQ Income and Wealth Spectrums
Financial planning clients come to me wondering two fundamental questions: 1) Am I doing okay? and 2) Am I worse off than other people you see? Both are fair questions.… -
Where to Get the Right Financial Advice for Your Situation
By now, you may have heard that the Department of Labor will delay implementation of its Fiduciary rule for 60 days. The rule, established under the Obama administration, required advisors… -
What to do if you’ve Contributed Too Much to an IRA
It’s hard to believe, but we’re only a few weeks away from the end of tax season. Those of you that haven’t filed yet are likely feeling pressure. You need…