Financial Planning for Geeks

Estate Planning 101

February 14, 2025 - Legal

Hello, financial life planning enthusiasts! I think it’s time I summarized everything I’ve said about estate planning so far, with some additions and updates. [...]

The Geek’s Guide to Tax Prep

January 16, 2025 - Taxes

Happy 2025! If you’re like me, the first thing you think about on January 1 is filing your tax return for the previous year. [...]

Financial Life Planning and The Sandwich Generation

November 14, 2024 - Financial Planning

I’ve been hearing from more and more people who are part of the sandwich generation, which means they are caring for both children and aging family members. [...]