Mash up of thoughts from me, the Money Engineer, (see "Best Job Title Ever?" if you're curious about that one) ranging from philosophical frameworks, describing LifeFirst's unique approach to wealth planning, to nerdy technical money stuff.
Life First Financial Planning
Before you dive into the numbers and spreadsheets of financial planning, you have to know where you are going. When you put Life First in your financial planning, you prioritize life before money.
Agile Financial Planning to Meet Real World Challenges
In the ever-evolving landscape of project management, two distinct methodologies have risen to prominence: the rigid, sequential Waterfall approach and the dynamic, adaptive Agile framework.
Power of Margin
In a world that seems to be perpetually accelerating, where the demands on our time, mental faculties, emotions, and finances grow exponentially, the notion of building margin into our lives might sound like a relic of the good ol’ days.
Financial Plan Like a Fighter Pilot
In the world of personal finance, there's a lot of emphasis on creating a plan and sticking to it. But real life doesn't follow a script. It's messy, unpredictable, and ever-evolving. Rigidity is the enemy when life's only constant is change.
Best Job Title Ever?
How I Became a "Money Engineer". A hard pivot from what I knew to something unknown and the most perfect title bestowed on me.
Your Portfolio Won't Get You Anywhere
A Portfolio Isn't A Plan. Your portfolio is an engine, but an engine sitting on blocks in your garage won't get you anywhere. Just as a car needs fuel, a chassis, and a navigation system to reach its destination, your portfolio needs to be an integral part of your financial big picture and plan.
End of Year Tax Planning Checklist
Most people treat tax season like a last-minute sprint, frantically gathering documents and hoping for the best. Let’s change that this year by being proactive now to make things easier on you next spring. Here's your Quick EOY Tax Checklist.
Making RSUs Work For You
How much of my RSUs should I sell when they vest? How do I handle the tax hit? Should I rely on them as part of my long-term strategy?