08/30/2022
Take a look at this article for more info on how student loan forgiveness can affect tax planning.
Taxation of Student Loan Forgiveness in Virginia - Noble Hill Planning
If you receive student loan forgiveness and you pay taxes in Virginia, you could end up with a surprise tax bill. Or not.
08/03/2022
In case anyone is interested in how cost of living adjustments (COLA) are calculated for Social Security.
How is Social Security COLA Calculated? - Noble Hill Planning
Have you ever wondered how Social Security COLA is calculated each year? Well, fear not, here is a good summary to help get up to speed.
07/27/2022
A new study points out the underhanded activity of many active mutual funds when it comes to bench-marking performance.
A Tale of Two Benchmarks - Noble Hill Planning
A new study highlights the dishonest practices of many active mutual funds. If you invest in active mutual funds, double check the benchmark.
07/13/2022
How can we all invest like Warren Buffett? Taking advantage of time (and living into our 90's) can help.
Warren Buffett's Top Investing Skill - Noble Hill Planning
What is Warren Buffett's greatest investing skill? Hint: it's something we can all easily incorporate into our own investing process.
06/29/2022
On how important it is to prioritize the "BIG" questions in retirement/tax/financial planning.
Fish Where The Fish Are - Noble Hill Planning
It's important to prioritize your retirement planning and focus on the important questions first. In other words, fish where the fish are.
06/22/2022
We're officially in a bear market.
These Times Are Not So Fun - Noble Hill Planning
Bear markets can be a scary time for investors. Here are some things to consider.
06/15/2022
My latest on how to think about long-term care insurance.
Do I Need Long-Term Care Insurance? - Noble Hill Planning
Do you need long-term care insurance as part of your retirement plan? Here are some things to think about.
05/27/2022
My latest on how the the requirements to become a financial advisor are comically low.
Low Barriers To Entry - Noble Hill Planning
The financial advice industry has comically low barriers to entry. Be sure to do your homework and ask plenty of questions.
05/25/2022
Another example of how the financial industry messed up and failed to protect clients.
Another Strike Against The Financial Industry - Noble Hill Planning
Another example of how the financial industry dropped the ball and failed to protect people from nefarious activity.
05/20/2022
My latest. Turns out Warren Buffett and Charlie Munger know what they are talking about.
Luna, Terra, and Anchor, Oh My! - Noble Hill Planning
Some brief thoughts on the collapse of the Luna cryptocurrency and how it offers a good lesson for us all as we invest for the future.