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Notes on money, transitions, retirement, taxes, estate planning, and the emotional side of wealth.
Retirement Taxes in Michigan: What Nobody Tells You Until It's Too Late
Your tax bill doesn't disappear when you retire in Michigan. Here's what changes, what doesn't, and where the real planning opportunities are.
When Ego Enters the Portfolio: What Behavioral Finance Reveals About Confidence and Bias in Investing
Behavioral finance research shows that confidence and bias can shape investment decisions in powerful ways. This article explores how ego, overconfidence, and psychological dynamics influence financial leadership and what investors can look for when evaluating financial advisors.
How to Split Money With Your Partner
Combining finances in a relationship isn’t always as simple as splitting everything 50/50. Learn how an income-based approach to shared expenses can create fairness, preserve autonomy, and support long-term financial stability for couples with unequal incomes.
2026 Tax Changes: What Matters for Financial Planning
A clear overview of the 2026 tax changes and inflation adjustments, with planning context for individuals, business owners, and families.