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Newest first. Every article is educational and is not individualized financial, tax or legal advice.

  1. Every Projection Is a Set of Assumptions: How to Read One

    How to judge a financial projection from a calculator, a bank, a professional or any other tool: separate the known from the assumed, find the load-bearing assumptions, and ask what would change the answer.

    Shelf: Clarity

    3 min read

  2. Helping Your Children Financially: What to Settle Before Choosing an Account

    Before choosing a 529, a custodial account or a Roth IRA for a child, settle the questions that decide which one fits: whose money it becomes, who controls it, how flexible it is, and what it does to your own security.

    Shelf: Legacy

    5 min read

  3. Reversible or Not: How Much Analysis Does a Financial Decision Deserve?

    A practical way to tell which financial decisions deserve slow, careful analysis and which can be made quickly: reversibility, consequence, deadline, uncertainty and dependence.

    Shelf: Decisions

    4 min read