Archive | phinancial meditations

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The retirement account hiding inside your 401(k)

Oct 13, 2026

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3 min read

The retirement account hiding inside your 401(k)

Make it a wise exit, not an expensive one

Sep 29, 2026

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3 min read

Make it a wise exit, not an expensive one

Donating cash is the most expensive way to give

Sep 14, 2026

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3 min read

Donating cash is the most expensive way to give

$400K in savings isn't safe. It's scared.

Aug 31, 2026

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3 min read

$400K in savings isn't safe. It's scared.

Your "diversified" portfolio is probably an illusion

Aug 11, 2026

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3 min read

Your "diversified" portfolio is probably an illusion

Your accountant looks backward. You need someone looking forward.

Jul 28, 2026

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2 min read

Your accountant looks backward. You need someone looking forward.

Take some chips off the table

Jul 14, 2026

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2 min read

Take some chips off the table

Is your portfolio quietly leaking thousands of dollars?

Jun 17, 2026

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1 min read

Is your portfolio quietly leaking thousands of dollars?

Are you saving money for a phase of life you won't enjoy?

Jun 5, 2026

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1 min read

Are you saving money for a phase of life you won't enjoy?

How to access cash quickly without selling your tech stocks

May 19, 2026

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1 min read

How to access cash quickly without selling your tech stocks

Are you thinking about your retirement taxes upside down?

May 6, 2026

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1 min read

Are you thinking about your retirement taxes upside down?

Can you afford to just... stop working for a year?

Apr 22, 2026

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1 min read

Can you afford to just... stop working for a year?