Tag: financial education
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Hands off your 401(k)!
Folks who have recently been laid off: I’m begging you, DO NOT TOUCH YOUR 401(k) FOR LIVING EXPENSES RIGHT NOW!!!! If you sell your 401(k) investments for cash right now, you’re going to lock in these awful market losses. Plus if it’s a traditional account, you’re going to pay ordinary income tax on every dollar…
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Mutual support in times of job loss
When you need financial advice the most is often when you can afford it the least. To provide mutual support in these tough times, I’m offering 50% off my regular hourly rate to clients who are currently unemployed or trying to find a foothold in self-employment.
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Self-determination in life and death times
What will happen to me if the worst comes to pass? If I’m so injured or ill that I can’t speak for myself to medical professionals? If I’m unlawfully or unjustly detained? If I die? What will happen to my loved ones, especially those who are dependent on me? These are extremely unpleasant things to…
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Free webinar: What is estate planning and why does everyone need it?
Welcome to 2025! This year I’m going to be rolling out a series of free webinars on essential financial planning topics. These won’t be prepackaged content from financial institutions, but my unique presentations developed from many years of observing what types of questions clients often have. Did you know my undergraduate studies were in secondary…
Curious Financial Counsel 