My new book is out · Rapid Transformation

My new book is out

For more than two decades, I've prepared tax returns and managed investments for many of the same families. The people who had done everything right kept describing the same feeling: "I know I should feel okay. I don't." The gap was almost always structural. Their investments and their taxes were being treated as two separate problems instead of one.

That observation became my book, The Tax-Smart Retirement Paycheck. It lays out a three-stage income framework that separates near-term income from market swings and accounts for taxes from the first dollar. For two days only, the Kindle edition is 99¢. https://www.amazon.com/dp/B0HNHF33FL

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My new book is out