Resources · Wealth Habits

Resources

Guides, strategies, and calculators, and where to go next.

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Insights

Wealth Habits Insights

Notes on taxes, equity compensation, and financial planning, published on our Beehiiv newsletter site.

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In-Depth Guides

Entire sites we built around one topic, with plain-English answers you can search.

Retirement

RetirementFAQs.com

Plain-English answers to hundreds of retirement questions: Social Security, Medicare, withdrawals, and the taxes around them.

retirementfaqs.com Visit the site →

Equity comp

EquityCompensation.com

Deep-dive guides to ISOs, NSOs, RSUs, and ESPPs, plus a federal tax estimator built for equity compensation.

equitycompensation.com Visit the site →

Wealth Strategies

Specific moves and rule changes, explained with the numbers.

Strategy

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.

July 2026 Read the guide →

Coming soon

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.

Calculator

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 → Calculator

Federal Tax Estimator

Estimate your federal taxes with equity compensation in the picture: RSU vesting, option exercises, and the AMT.

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