Recent Posts

Retirement Plans

This is a quick guide to the basics of how retirement plans work and how to help you figure out which plan is the right

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Watch out S-Corps

Another great article  The main takeaway here is that the IRS is starting to look at S-Corps more and more for compliance. S-Corps have exploded

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Release Notes Summary

I got to give a talk at the Release Notes conference about personal finance. It was a fantastic group and I was very fortunate to

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Rescuing Retirement

I came across this news story about Millennials and retirement. I have not read the book yet (although I just ordered it and will read

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5 Core Human Drives

Another excerpt from my favorite business book ever, The Personal MBA: There are five Core Human Drives that influence human behavior: Drive to Acquire: the

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