Beware of the Payroll Tax Deferral

By |2020-09-11T21:44:42+00:00September 11th, 2020|Categories: Cash Flow, Single Point of View, Tax Planning|Tags: , , |

You are going to want to pay close attention to your paycheck over the next couple of months.  If you happen to see some extra $$$ in it, don't get too excited and certainly don't spend it all too quickly. So, what is this all about? President Trump has issued an executive order allowing employers [...]

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Saving for “retirement” in your 30s & 40s?

By |2020-09-04T18:18:59+00:00September 4th, 2020|Categories: Behind The Curtain, Cash Flow, Retirement Planning, Single Point of View|Tags: , , |

Am I saving enough for "retirement"?  How do we think about saving in general and balancing saving for shorter term goals as well?  In this installment of Behind The Curtain, Seth and I discuss a framework for thinking about savings when you are in your 30s & 40s.  It's not just about saving for this [...]

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How I use my credit card points

By |2020-06-03T21:33:32+00:00June 3rd, 2020|Categories: Cash Flow, Single Point of View, Wealth Logistics|

We loved hearing from so many of you after the last Behind the Curtain post, thanks to everyone who shared how you are using your points.  Below, Michelle provides her own insights along with some great resources for managing and optimizing your credit card points. - Shaun I currently live over 5,000 miles and almost 12 [...]

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How to use my credit card points? (BTC Ep. 4)

By |2020-05-19T12:48:45+00:00May 19th, 2020|Categories: Behind The Curtain, Cash Flow, Lending, Single Point of View|

We have a lot to manage in our financial lives, add credit card points to that list!  With so many different cards and rewards there is no one right way to use them.  Having a reminder (we're looking at you Knudge!) to at least make sure you are using them, and not losing them, is [...]

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