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Note: This post is going to assume a lot of privilege. It's not going to address the very real issues of income inequality and systemic disadvantage, as those are a bit beyond my wheelhouse (although I do have pretty strong opinions about policy changes we should make that could at least help address those issues). … Continue reading The Extraordinary Opportunity of Starting Early (and Privilege)
Some of the episodes in my new podcast series Teaching You to Fisch (Spotify, Apple Podcasts, YouTube) include spreadsheets I've created to illustrate particular topics. Some of them are modifications of spreadsheets I've used before and some are newly created. Because not everyone is going to choose to watch/listen to the podcasts (they are really … Continue reading Spreadsheet: Gifting an Employer Match
I just released Episode 17 of the Teaching You To Fisch podcast. This episode explores the estate documents every adult needs to have, the importance of establishing designated beneficiaries, what you should do with assets you receive as an inheritance, and ways you can perhaps leave part of your legacy while you are still alive. … Continue reading Podcast Episode 17: Leaving (and Receiving) a Legacy
It's been a while since I had a clickbaity post title, so I figured it was time. Please forgive me. All adults, whether they are a parent or not, should have an estate plan. At a minimum, this would include: A Will A Power of Attorney A Health Care Directive You can create one for … Continue reading You Are Being a Bad Parent If…
IT DEPENDS! Okay, I really wanted to just leave this as a two-word blog post, but I decided that probably wasn't all that helpful. The genesis of this post was a discussion on Facebook where people were giving advice about what account someone should invest money in. Often these folks are really big fans of … Continue reading Should I Invest in My Traditional, Roth, or Taxable Account?
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)
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