Resources
Guides and checklists to help you understand a financial question, organize information, or prepare for a decision.
These guides explain the questions, documents, and decisions that often come up in our work. You will also find books that have influenced our thinking and outside references for specific tasks.
Use what helps with the question you have. You do not need to read these pages before getting in touch. Your plan documents, state law, tax return, family, and deadlines will shape the advice you need.
These resources provide general education, not individualized investment, tax, or legal advice.
Print the list, cross out what does not apply, and mark the few tasks that have to happen first.
Understand the shares, exercise cost, tax, and sale restrictions behind a startup option grant.
The names sound similar. The point at which income appears—and whether cash is available to pay the tax—can be very different.
Questions to help you evaluate a planner's trustworthiness, knowledge, and fit for the help you need.
Five books that have influenced how we think about investing, behavior, and what money is for.
References for checking an advisor, finding benefit information, comparing accounts, and researching charitable giving.
