Author: kfisch

New Book: TL;DR: Financial Literacy for California Public School Teachers

I just wanted to share my latest book, this one written with Matt Raleigh for teachers in California Public Schools, focusing on financial literacy and making the most of their CalSTRS pension benefits. Please consider sharing with any teachers you know in California. This is the latest in the TL;DR Financial Literacy series. If you … Continue reading New Book: TL;DR: Financial Literacy for California Public School Teachers →

Taking Advantage of the Enhanced EV Tax Credit

When many financial folks talk about spending they often mention the three "big rocks" of food, shelter, and transportation. That's not to say that the rest of your spending isn't important, it is, but if you get the three big rocks right (or wrong) they will have a much larger impact on your financial well … Continue reading Taking Advantage of the Enhanced EV Tax Credit →

My 2022 Financial Literacy Year in Review

This post is mostly for me. I want to continue my efforts helping others with financial literacy, so I thought (publicly) documenting my efforts in 2022 might help me continue in 2023. I divide my efforts into two parts: Fisch Financial (where you are now), which is free (note the .org), and Fisch Learning, where … Continue reading My 2022 Financial Literacy Year in Review →

Some Notable Retirement Account Changes

Last week Congress passed - and the President signed - the Consolidated Appropriations Act of 2023 (pdf). This is the huge omnibus spending bill that funds the government, but also includes many changes to retirement accounts that were originally knows as the Secure Act 2.0. Jeffrey Levine does his usual wonderful, incredibly in-depth job of … Continue reading Some Notable Retirement Account Changes →

Estate Planning Is About Life (Not Death)

Quite a few of the folks I talk with don't have an estate plan (which, at a minimum, I define as a will, power of attorney, and health care directive). I think there are two main reasons for this. First, lots of folks don't think they are "rich" enough or "old" enough to need one … Continue reading Estate Planning Is About Life (Not Death) →