What is the Qualified Charitable Distribution (QCD), and should I use it?
What is a QCD? How does it work? How can it help me reduce my RMD?
What the heck is an RMD? Everything you need to know, but you were afraid to ask.
What the heck is an RMD? Everything you need to know but was afraid to ask.
Suffering From Whiplash
I am suffering from "market" whiplash. Here's what I'm doing about it.
The Super Powers of the Donor Advised Fund
Do you want to take control of our charitable giving strategy? Then you need to check out the Donor Advised Fund, or DAF.
Regenerative Ocean Farming In Just 14 Minutes
This short-form documentary on regenerative ocean farming is something everybody should watch...and it's only 14 minutes long!
My "WHY" Story, circa 2010
My "why" story, circa 2010, the story of my decision to become a financial advisor.
Take it to eleven with two factor authentication (2FA)
You need to protect your identity online. One of the tools available to help you do that is two-factor authentication or 2FA.
Your Password Stinks
Bad passwords and bad password habits can get you in a world of trouble. This article will give you some insight into how to fix that.