17 critical questions to discuss with your partner about money and finances….it’s perhaps the best investment you can make in each other and in your relationship.
Deep dive on robo advisors: what are they, pros and cons / advantages and downsides, how much do robo advisors cost, key differences between robo vs. human advisors, and the ultimate question: should you use a robo advisor?
Tips and strategies from an industry recognized CFP on how to optimize your retirement accounts and avoid common mistakes. Plus, benefits for joining the AARP even if you’re a millennial.
A strategy for getting the triple tax advantage: tax-free contributions, tax-free growth, tax-free withdrawals.
A comprehensive framework for understanding how 401ks work and how to use them strategically.
A simple but comprehensive framework / checklist for making sure you are creating and protecting wealth as strategically and effectively as possible.
“It’s amazing how much an actual interpersonal interaction matters.” – Amrit Dhir, Google Partner Development Manager
“Part of job satisfaction is knowing that you’re doing a really good job.” – Adarsh Pandit, thoughtbot
“If you make a line from the Oval Office to people’s offices in the West Wing, and you measure that distance, there is definitely a correlation with IQ.” – Jonathan Swanson, former White House staffer
“Acting for me is the craft of self-exploration, and it’s the study of human nature.” – Melanie Kannokada, actress and model