Further Reading
Learn more about your financial interests.
Cost Cutting for Affordable Obamacare
In 2010, President Obama mandated insurance with tax supports in state “exchanges” covering all but corporate employees, the elderly or…
Medicare and Medicare Advantage Planning
Medicare Open Enrollment is Oct. 15 to Dec. 7, but you can switch Medicare Advantage Plans between Jan. 1 and March 31. At age 65, most people…
Zoomers on the Rise: How Gen Z Is Reshaping Financial Independence
Zoomers adapt! Generation Z, born 1997-2012, grew up fearing the 2008 failure of centralized financial institutions and the insecurity of…
Planning for Longevity
I now ask planning clients about time more than work cessation after 65. Sadly, my father just disappeared into television and disease quickly with…
Investing Strategies in President Trump’s Economy
Trump imposed tariffs that Yale’s Budget Lab averages at 18.3%—way higher than 2% under Biden. Damn the numbers, Trump says…
Emerging Markets Investments
Trump tariffs (roughly 25%) punish American consumers, suppliers and foreigners (who will seek new customers), so investors turn to…
Bettering Credit Scores
Students face mounting debt and credit challenges as the student loan crisis continues into 2025.
Planning Strategies with Trump’s “Big, Beautiful Bill”
Planning became possible when Donald Trump signed off a mega bill, which simultaneously decreases taxes and welfare spending while discouraging…
Socially Responsible Investing in Silicon Valley
The intersection of environmental, social and biblical values in investment decisions highlights the complexities and disagreements of modern finance.