I’m so old, I still remember the days when “hashtags” were only about a particular button on your phone. Yep, the world has shifted massively underfoot. You know it; we all know it. And one of the developments we’ve all seen is the proliferation of news feed gurus,…

Here we are, just out of perhaps the oddest Memorial Day weekend in memory. The summer is here! But it feels like much of our country is still mired in winter. And that feels like it is still the case, no matter the hints of progress against this virus, and no matter…

Independence Day is this week. Bombs. Patriotism. Picnics. Barbecue. All those things. I often write about “financial independence” this time of year (yes, I like the puns) … and when I do, invariably I get contacted by a few clients (or former…

These days, it seems like everybody and their uncle has a “side hustle.” From delivering for Uber Eats and Instacart to selling crafts on Etsy to teaching English online to renting out your front yard for dog parties on Sniffspot (yes, this is a real thing), there…

It seems so long ago (it was only last week) that we were cueing the fireworks and celebrating leaving 2020 in the rearview. But after all of the events of the past week, it seems wise that we might adjust to the fact that the world around us is not what it might have…

Hello, my friend. The world has shifted under our feet. With the barrage of media, medical, and economic news flying at us, I want to stay in my lane today. You don’t need more medical advice, you don’t need tips on working from home (at least today…

… except, well … when they aren’t. Or when they have a question. Or when they have to deal directly with the IRS (yikes). Or when they have any kind of complications in their return. Or … I could go on, but you get the point. The Super Bowl is…

It’s no secret this tax season is proving a little more … “costly” for everyday Southern California taxpayers. If you can find any solace in that reality, know that you are not alone. Due to changes made through the 2018 Tax Cuts and Jobs Act…

Is there such a thing any more as “conventional wisdom”? It’s a fair question to consider as we retreat further and further into our ideological silos as a society — only reading “news” from the slant that makes us feel smartest…

When it comes to your money, you’re either spending, saving, giving or investing. I know that many of my Southern California clients are doing all four, which is always wonderful to see. The last one, investing, is the one I want to focus on today. I talk a…