This week marks my one-year blogiversary. Although I’ve been blogging since 2008, this post marked the first time I wrote and published something on my own site. All and all, this was a really big year for me. I had a second child, became an owner at Plancorp, helped...
Earlier this month, BrightPlan released its digital financial planning and investment platform to the public. As Co-Chief Investment Officer for both Plancorp and BrightPlan, I’ve had the great privilege of working with an outstanding team to digitize...
The charts below were created by Plancorp to summarize the key provisions within the proposed House and Senate bills as they currently stand. This is not an all-inclusive list, but gives you a good idea of the differences as it stands today (the Senate bill may...
One of my favorite bloggers, Mike Dariano, reached out a few weeks ago in response to an article I wrote titled Spending Too Much? Here’s What to Do. Mike’s blog, The Waiter’s Pad, is a one of my go-to resources for learning. In a world saturated with amazing...
