Weekly newsletter with my thoughts about financial planning, investments, tax planning, aging, and more!
How to Review Your Tax Return + NEW Facebook Group
It's tax time! Everybody's favorite time, right?
You need to hear this message.
I highly encourage you to review your tax return — whether you hired an accountant or did it yourself.
You can use the blog article this week to go through it line by line to gain a greater understanding of what is happening.
NEW Facebook Group for Widows
I teamed up with Tina from Widows Wallet to create a new Facebook group for widows and widowers to ask questions about money! If you are a widow or know a widow who would be interested in joining, you can request to join here: https://www.facebook.com/groups/widowsandmoney.
We'll be educating and answering questions about spending plans (i.e. budgets), tax planning, estate planning, investing, and more. It's exclusively a place for widows to ask questions.
Blog This Month
How to Review Your Tax Return - Common Tax Planning Mistakes
What I've Been Reading
- First Citizens Buys Much of Silicon Valley Bank - The Wall Street Journal.
- How Cigna Saves Millions by Having Its Doctors Reject Claims Without Reading
- Here’s What Retirement With Less Than $1 Million Looks Like in America
- Real Luxury Goods Don’t Have Brand Names | Morningstar
- The Psychology of Overhead Aversion—and What It Means for Charitable Work -
Welcome, I'm Elliott!
Weekly newsletter with my thoughts about financial planning, investments, tax planning, aging, and more!
I spent last week with my in-laws, and it has me wondering, "How will you spend your time in retirement?" My in-laws are busy people with many hobbies. They both love to run, ski, and bicycle. My father-in-law tends to a small orchard on a daily basis. It's peaceful, and he produces delicious fruit. My mother-in-law has become a wood working master. She's also a great cook and baker. We had two homemade pies last week. Below is the apple pie (my wife's favorite). They wake up with something...
I'm not going to talk about finance this week. Consider this more of a reflection about aging and how to create a life well lived. As many of you know, my dad was diagnosed with Stage IV Lung Cancer 7 years ago this coming July. This is a photo of he and I having a video call in the past few weeks. He beat the cancer odds. I've watched acquaintances' parents and other family members die from the same exact disease in far less time. He's battled through a broken hip, shoulder, wrist,...
I've helped clients with rollovers for over a decade. This is where you move money from an old 401(k) plan (or other retirement plan) to a new retirement plan or Rollover IRA. But, today, I'm sharing a personal story. Generally, I know which companies are easier to work with, how they process rollovers, and where there may be pain points. In the financial industry, rollovers are a notoriously painful process. If you've ever tried to do one, you may have had to complete 10+ pages of paperwork...