Resources
Guides, strategies, and calculators, and where to go next.
In-Depth Guides
Entire sites we built around one topic, with plain-English answers you can search.
Wealth Strategies
Specific moves and rule changes, explained with the numbers.
Model portfolios: matching risk to time horizon
Seven educational model portfolios built from low-cost funds. What each one holds, how the mix shifts with your time horizon, and what each costs.
Trump Accounts: what parents need to know
The $1,000 federal seed, who qualifies, the $5,000 cap, the tax catch, and how it compares to 529s and Roth IRAs.
More strategies on the way
- Equity compensation: a plain-English guide
- How the fee-only model works
- Cross-border wealth: what to plan for first
Calculators
Interactive tools that run on your numbers, not averages.
Westchester County Home Purchase Calculator
Monthly payment, itemized cash needed at close under Westchester rules, and a rent-vs-buy view. Email yourself any scenario and reopen it with one click.
Open the calculator → CalculatorNYC Home Purchase Calculator
NYC's tiered mansion tax on the full price, the mortgage recording tax by loan size, and co-op vs. condo closing costs — with a warning when your price sits just above a tax tier.
Open the calculator → CalculatorMassachusetts Home Purchase Calculator
No mansion tax, no mortgage recording tax — what Massachusetts closings actually cost, including the Vineyard and Nantucket Land Bank fee and its first-time-buyer exemption.
Open the calculator → CalculatorRoth Conversion Calculator
A multi-year conversion planner: fills your target bracket each year, projects both paths to age 95 with RMDs, Social Security taxation, and Medicare surcharges, and shows when converting pulls ahead.
Open the calculator → CalculatorFederal Tax Estimator
Estimate your federal taxes with equity compensation in the picture: RSU vesting, option exercises, and the AMT.
Open the estimator →