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I Ran the 15-Year vs. 30-Year Mortgage Numbers Three Ways. The Winner Changed Every Time.
A friend of mine is closing on a $500,000 house next month, and he asked me what felt like a simple question: “Should I just do the 15-year mortgage so…
Sep 29
•
Fran Walsh
10
Why my kids’ college fund isn’t all in a 529 account
I don't know what my kids' future costs. Here's how I'm planning around that instead of pretending I do.
Sep 22
•
Ryan Greiser, CFP®
8
3
The Tax Penalty Exception 90% of High Earners Have Never Heard Of
A friend of mine runs her own business, and she texted me last week in a mild panic.
Sep 15
•
Fran Walsh
6
How to stop feeling guilty about spending money
The two-account system that removes the guesswork from every splurge.
Sep 8
•
Ryan Greiser, CFP®
10
1
1
If You Died Tomorrow, Could Your Spouse Find All Your Money?
The hidden cost of financial fragmentation - and the estate planning problem it creates.
Sep 1
•
Fran Walsh
8
1
August 2026
The 'set it and forget it' index fund advice that's actually costing you $170,000
A five-year backtest on a $1M account shows exactly where that money goes.
Aug 25
•
Ryan Greiser, CFP®
13
2
Why I'd Rather Bet on My Income Than My Portfolio
It Wasn't a Tax Strategy. It Wasn't a Stock Pick. It Wasn't Even Close.
Aug 18
•
Fran Walsh
15
2
Three reasons the account you're ignoring makes work optional in your 50s
Access, flexibility, and a tax break most people never combine.
Aug 11
•
Ryan Greiser, CFP®
10
1
1
The Asset We Never Talk About in Retirement Planning
What Good Is a Fully Funded Retirement If You Can't Physically Enjoy It?
Aug 4
•
Fran Walsh
22
1
3
July 2026
You win with money by taking responsibility for three numbers
Get those three right, and the rest sorts itself out.
Jul 28
•
Ryan Greiser, CFP®
15
1
There Is No Right Age to Claim Social Security
Why the "Right Age" Question Is the Wrong Question
Jul 21
•
Fran Walsh
14
4
2
Everything you own is behind a login your family doesn't have
The two-layer fix takes one afternoon and doesn't require an attorney.
Jul 14
•
Ryan Greiser, CFP®
527
72
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