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Financial Planning At the Intersection of STEM and Money

3 Financial New Year’s Resolutions for 2025
The start of the year is a great time to set your financial New Year’s resolutions.
Feb 54 min read

How Geopolitical Conflicts Impact Markets and the Economy
Without minimizing the real-world impact of these conflicts, investors may wonder how they might impact financial markets and the economy.
Sep 30, 20244 min read

3 Market Insights for Investors in Q2 2024
2024 began with debates over a “soft” versus “hard” landing as the Fed attempted to stabilize the economy, as well as over the...
Apr 9, 20244 min read


All Things Roth: How You Can Build Tax-Free Retirement Savings - 2024 Update
The tax benefits of a Roth retirement account could reduce your lifetime tax bill, even if you make too much to contribute directly.
Mar 27, 20248 min read


The Tax Planning Strategy That Helps You Think Differently About “Total Tax”
Paying more taxes in some years could result in paying less Total Tax over your lifetime.
Mar 13, 20244 min read


Why the February New Year’s Resolutions Fail Isn’t Your Fault
Making New Year’s Resolutions that last is hard because your brain is wired to resist change.
Jan 30, 20235 min read


Trust the System Engineering Process to Plan Your Financial Future
Building financial independence requires a good design.
Jan 16, 20235 min read


Three Brain Tricks to Try When Saving Isn't Easy
Changing spending/saving behaviors requires tricks that will train your brain.
Dec 16, 20224 min read
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