Financial Planning for Geeks

What’s Eating Generation X?

March 16, 2025 - Potpourri

They're admitting to a fair bit of retirement angst. [...]

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. [...]