Blog
Over the years, I have noticed that many families eventually enter a very unique season of life. It is the point where a career is finally hitting its stride. Someone with decades of experience behind them knows their industry well, and their company recognizes the value they bring to the organization.
Many people are encountering compensation structures for the first time that require real decisions about taxes, timing, and long-term planning. Those opportunities can be incredibly valuable, but they are easy to neglect when life is busy, and everything seems to be happening at once.
This is the stage of life you probably think about as your Peak Earning Years.
Insurance Gaps I Wish More Families Checked
Getting your insurance right is a “Who, Not How” problem. Who you talk to is a better solution than becoming an expert in insurance products.
Read MorePlanning Your Taxes in Retirement
There are two kinds of people who walk into retirement having made great decisions their entire lives. One has a better outcome. I will let you figure out which is which.
Read MoreFive Questions to Work Through Before You Turn On Social Security
The decision about when to claim Social Security is one of the larger financial choices you will make in the back half of your life.
Read MoreCould We Retire Sooner?
A plan with no room to breathe is fragile in a way that a plan built with real contingencies simply is not.
Read MoreThe Summer Brief: Three Financial Conversations Before Fall
There are lots of unique costs that come up while filling the time from vacation to summer camps. Here’s a quick look at the structure I encourage my clients to have.
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How to Get More Out of the Extra Cash You're Saving
There is a version of holding cash that is disciplined, intentional, and exactly right for your situation, and there is a version that is costing you real money every month while still feeling responsible.
Read MoreFixing Concentrated Employer Equity Compensation Risk
If most of your net worth is sitting in the company you work for, you already know it is too much.
Read MoreTalking to Your Kids About What College Costs
If this conversation hasn't happened in your home yet, here is the context you are planning around.
Read MoreWhy High Earners Get Surprised by Their Own Tax Bill
Your income is higher than it's ever been, and yet every April, there's a number on your return that somehow doesn't match how hard you worked. I hear this all the time from families in that 45-55 year old...
Read MoreI Spent Years Hoping For A Severance Package. Then I Built My Own.
For a stretch of years earlier in my career, I carried a slightly embarrassing hope.I wanted my company to let me go. Something with a severance package, and a generous one.(Not fire me.)I was traveling...
Read MoreIntroducing The Peak Years
These are meaningful years, and most people want the freedom to say yes to what matters most.
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