Finances
Podcast Episodes
Featured Episode
Episode 207: Scary Stories: Tax Mistakes Childfree People Make
The worst tax stories aren’t about criminals, they’re about ordinary people doing what they thought was fine and walking into a trap. Bri Conn, CFP®, Dr. Jay Zigmont, CFP®, and Maddy Roche walk through real cautionary tales, from the passport the IRS can revoke to the partner’s rent that counts as income, so you can make intentional Childfree money decisions with your eyes open.
Articles
Do I Need Disability Insurance?
Disability insurance is of special concern for Childfree people — here’s how it works and when you might need a policy.
What Employee Benefits Should I Take?
Maximize employee benefits: evaluate health insurance options, retirement plan features, FSAs, HSAs, and other valuable workplace perks strategically.
How Being Childfree Impacts Your Finances
How being Childfree reshapes your finances: unique opportunities, distinct challenges, and strategies to maximize your wealth potential.
How Many Financial Accounts Do You Really Need?
Simplify your financial life. Learn exactly how many bank accounts, credit cards, and investment accounts you actually need.
Monte Carlo Simulation in Financial Planning
Monte Carlo simulations predict your financial plan’s success probability using thousands of scenarios. Understand this powerful planning tool.
You Got an Inheritance: What Not to Do First
Inherited wealth mistakes to avoid: resist impulsive decisions, understand tax implications, and develop smart strategies for managing your windfall.