People often learn about Abacus Wealth Partners through Lion's Roar, a publication that focuses on the benefits of mindfulness and meditation practice. The readers of this magazine who contact us are usually seeking a financial planning and investment management firm that shares a genuine ...
I have a confession. I love real estate and I think everyone should own some. My dear friend Craig, a commercial real estate guru, would admit that it took him about three years to realize that I’m not a “stocks guy,” but rather a comprehensive financial planner who recommends that ...
Self-employed (SE) people have a unique opportunity to maximize their after-tax income later in life. While most SE people use traditional 401(k) plans and SEP IRAs to save for the future, I’m encouraging my SE clients to consider an Individual Roth 401(k) instead.
Death and Taxes: Not So ...
About two years ago, I gave myself permission to impulsively buy art at a nonprofit event. Normally, I tightly control my giving, but this was a moment where I was able to be spontaneous - only because I had created formal intentions around my giving. Yes, I had planned how to be spontaneous. ...
When word got out that Russian President, Vladimir Putin, signed a bunch of anti-LGBT laws, the LGBT community responded: “Boycott Russian vodkas.” Easy enough. I followed the lead of pro-human rights bar owners and consumers and ditched the famous Russian beverage. I switched to Tito's Vodka ...
Right around the time I was born, another birth was happening - one that would save investors millions of dollars in unnecessary fees while also reducing their tax bills. Yes, I’m talking about the birth of the index fund. A side effect of this creation was that performance-junkie investors and
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