Should you do a Roth conversion before the (possible) expiration of TCJA in 2026?
We already consider Roth conversions for clients who are having an unusually low-income year, clients who are taking a sabbatical, going back to...
Capella Ubud Hotel Review
Capella Ubud was built without cutting down any trees.
When I learned this, I paused to take in my surroundings, noticing how...
How to Automate Your Finances: A Stress-Free Guide!
Automating your finances is like setting your financial life on cruise control. It’s a simple, effective way to ensure you stick to your...
15 Vionic Shoes on Sale at Amazon December 2024
Choosing the right shoes to pack for a trip is basically an art form. Cram too many pairs into your suitcase, and...
Weekend Reading For Financial Planners (December 21–22)
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the CFP Board...
I Was Intimidated by Planning My First Cold-weather Vacation — but This Montana Lodge Exceeded All My Expectations
When you think of Montana, you may think of rustic ski lodges, not an intimate chalet of luxury accommodations with a staff...
