Blog
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Getting Back to Investing Basics
The stock market is all the rage recently. The Dow has reached 20,000 for the first time ever and even hit 21,000 at the beginning of March. (If you’re not… -
Equality Beyond the Numbers
In the midst of the onslaught of frightening and negative news reports based on recent Trump administration actions, I read an article that really encouraged me. PBS News Hour reported… -
Reader Question: Should my husband and I invest in tax-free or tax-deferred accounts?
A reader asked a question recently that touches on a number of points I’ve been writing on: My husband has an account with Vanguard where he puts post-tax money and… -
Should I File Jointly With My Spouse?
Since I work with married couples, tax time brings up a critical question: Should we file jointly or separately? First, some background: as a married couple, you must file either a… -
Important Documents to Gather for Tax Preparation – Page 2
Hey all! Welcome to the second installment highlighting common documents that you’ll gather to file your income tax return. I’m providing these cheat sheets to help make your preparation easier.… -
Important Documents To Gather for Tax Preparation – Page 1
Regular readers know that I’m a tax nerd. While I love everything about financial planning, numbers and spreadsheets, I have a special place in my heart for taxes. Why? Maybe… -
What My Personal Trainer Taught Me About Personal Finance – Revisited
After reading my fundamental planning posts, Ben suggested revisiting a piece I wrote over year ago covering what my personal trainer taught me about financial planning. I love when life… -
Your 2017 Financial Checklist
We’ve come to the last post of our fundamentals month. I hope this financial tune-up has helped clarify why you want to achieve the goals and resolutions you’ve set for… -
How to Get and Stay Organized
January is fundamentals month at BTF. I’m reviewing some central principles that will help you stay on top of your 2017 financial planning resolutions. Last week, I discussed three overarching… -
Three Tools to Help You Stick to Your 2017 Financial Planning Resolutions
Happy New Year everyone! I hope the start of your 2017 has been fantastic. This is my first week in work mode, after spending some extra time hanging out with… -
Enjoy the Holiday Season!
Happy Holidays everyone! The holiday season is my favorite time of year. And because of that, I’m taking a break from blogging for the rest of 2016 in order to enjoy… -
Making the Most Out of Your Holiday-Season Giving
The holidays are by far my favorite time of the year. From Thanksgiving to New Year’s, I relish getting to take some vacation from the daily grind, spend time with… -
Important Takeaways from the Betterment LGBT Wealth Management Panel
This past week, I had the pleasure of speaking on a LGBT Wealth Management Panel for Betterment, one of the country’s leading robo-advisors. We addressed a lot of financial issues…