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Modern Financial Planning

The Firm
The Founder
Who We Serve
How We're Different
Services & Fees
Blog
Free Consultation
Contact
Mike Troxell
January 10, 2019

Marriage insurance? What?!

Mike Troxell
January 10, 2019
Marriage insurance? What?!

The best financial tip I’ve heard directed towards married couples: Invest in your marriage, because divorce is expensive! Both financially and emotionally. Learn how to get creative with investing in your marriage, and how I did it.

Tagged: investing, insurance, relationships, marriage

Mike Troxell
December 20, 2018

IRAs and 401ks: Get a tax benefit now, and maybe not pay taxes later.

Mike Troxell
December 20, 2018
IRAs and 401ks: Get a tax benefit now, and maybe not pay taxes later.

For those who expect to have at least one low-income year, a roth conversion could make a lot of sense. A roth conversion could be a way to get the best of both worlds with retirement accounts. If you’re retiring early or quitting your job to launch a company, raise a family, or travel then this post is for you.

Tagged: investing, retirement

Mike Troxell
October 24, 2018

Steak Dinner and Hidden Fees

Mike Troxell
October 24, 2018
Steak Dinner and Hidden Fees

There are several layers of fees, and different costs associated when it comes to investing. Unfortunately, most investors aren’t fully aware of the fees they’re paying. Imagine if this is how other things in life were, such as going out to dinner at your favorite restaurant.

Tagged: investing, finance, financial planning, fees, mutual funds, berkeley, oakland, san francisco

Mike Troxell
October 17, 2018

Haunted Houses and Behavioral Finance

Mike Troxell
October 17, 2018
Haunted Houses and Behavioral Finance

There are a few lessons we can learn from entering haunted houses this October. Being scared makes us human. During stock market turbulence being scared doesn’t make you a bad investor, especially if you can understand, expect and plan for those emotions.

Tagged: investing, behavioral finance, millennials, stock market, financial planning, berkeley, oakland, san francisco

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