Having worked with over 450 households over the last four years, I have created a repeatable process by saving answers to common client questions in a template.
This not only streamlines the process but also serves as a checklist for financial planning topics and strategies.
Starting in 2026, charitable contributions may provide less of a tax benefit, meaning 2025 could be your last, best chance to maximize certain giving strategies.
✅ Consider contributing appreciated securities directly to your charity of choice.
Still coming off a high from this year’s Bogleheads® conference.
It seems like my talk on all-in-one funds was well received. So, I’m brainstorming on ideas for topics for next year’s conference. Top of mind, I’ve got:
5 Things Do-It-Yourselfers Miss: #4 Will Shock You!
If you’re an advisor helping clients focus on what’s truly important — like getting proper disability coverage — check out the 2025 Template for Financial Advisors. 👇
Usually, I don’t get many follow-up questions on that topic. But recently, more folks have been asking questions and taking action. Maybe, I’ve finally cracked the code.
