Financial Planner (CFP® & CPA) | Stock Compensation Nerd | Tax Optimization Aficionado | Portfolio Architect Specialist Dad x 2 + Husband | Made in Sweden | Shaped in Uruguay | Embraced by New York.
Using a savings waterfall strategy helps you organize your money so you can focus on your top financial goals. It ensures you're using your resources wisely and building long-term financial stability.
Explore the Child Care Tax Credit essentials for parents, including eligibility, claiming, and maximizing benefits.
Insights and Strategies Gained From Two Decades in the Market
Markets, Insights, and Innovation
S&P 600 vs Russell 2000 Comparison
Wall Street's interest rate predictions fell flat.
2023 2nd Half Update
Let's Review & Plan
How Are Non-Qualified Stock Options Taxed?
Strategic Preparation for College
