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We’re hiring! Join us and help progressives build thoughtful, prosperous financial lives!

Values Added Financial (VAF) is growing and we'd love to add a third team member in DC. It's a great opportunity to learn financial planning in a mission-driven context with people who care deeply about clients. In the job description, you can learn a lot more about the role, what skills might help someone succeed in [...]

By | October 31st, 2018|Uncategorized|0 Comments

Welcoming Ari Weisbard to the team

I am delighted to announce that Ari Weisbard has joined Values Added as a financial advisor. I've known him for decades and have often turned to him for advice myself. Like mine, his first career was in public service (DC Council, DC Employment Justice Center, and SEIU). Ari will be using his expertise in estate planning, tax [...]

By | January 3rd, 2018|Uncategorized|Comments Off on Welcoming Ari Weisbard to the team

You might be able to save tens of thousands of dollars on a mortgage–shop around

If you are going to get a mortgage, shop around first! Those simple words might be worth tens of thousands of dollars to you. Whenever I advise clients who are planning to buy a home, I always encourage them to shop for a mortgage. Most people initially say things like "I have a great rate [...]

By | September 15th, 2017|Uncategorized|Comments Off on You might be able to save tens of thousands of dollars on a mortgage–shop around

Easy Steps to Take in Response to the Equifax Breach

A major credit reporting company, Equifax, had a large-scale breach. It has effected lots of us. Even those whose data wasn't compromised should still use this as an opportunity to think about data security and whether everything in our credit reports is correct. Check out this great resource on what to do in response to [...]

By | September 12th, 2017|Uncategorized|Comments Off on Easy Steps to Take in Response to the Equifax Breach

Featured in Architectural Digest’s 5 Dead Easy Ways to Start Saving for a House We promise, you’ll still have a life

Lot's of people want to buy a first house and are trying to figure out ways to save up for down payments. I recently contributed to a piece by Meghan Nesmith, an exceptionally fun, approachable writer. She did a terrific job with it, as always!  I suggest heading over to Architectural Digest to read it (it's [...]

By | August 25th, 2017|Uncategorized|Comments Off on Featured in Architectural Digest’s 5 Dead Easy Ways to Start Saving for a House We promise, you’ll still have a life

The Atlantic is asking “Are Index Funds Evil?”

The Atlantic recently published a piece asking a very interesting question: do index funds have the (accidental) impact of limiting competition and driving up prices? Really smart people are taking both sides of the debate. That's a good sign that it's worth thinking about. In April 2014, Azar, Schmalz, and Tecu posted an early draft [...]

By | August 13th, 2017|Uncategorized|Comments Off on The Atlantic is asking “Are Index Funds Evil?”

Money in One’s 20s and 30s

There are lots of issues common to folks in their post-college, pre-middle aged years. Here are answers to many questions people in that age range often ask me. I am, of course, happy to provide more specific answers and update the post to reflect concerns left out–just make comments, I’ll be reading them actively. 1) Why [...]

By | June 29th, 2017|Uncategorized|Comments Off on Money in One’s 20s and 30s

What to read?

It often happens that someone wants to take first steps toward financial freedom at a slow pace, learns best from reading, or wants to have some great books to read while we are working together. Here are a few of my favorites: Your Money: The Missing Manual is a nice overview from J.D. Roth who developed my old favorite [...]

By | May 30th, 2017|Uncategorized|Comments Off on What to read?

Catch me over at the Billfold with Meghan Nesmith

See the latest conversation I had with Meghan Nesmith about money for the Billfold (part of the Awl). It's mostly about retirement with brief detours to wage stagnation, consumerism, gender and investment, and Canada. Just wanted to add the obvious caveat that though Meghan and I had a great time, that's not us pictured in the [...]

By | March 7th, 2016|Uncategorized|Comments Off on Catch me over at the Billfold with Meghan Nesmith

Remember to Play

Ron Lieber just wrote a great column about play. Maybe you keep a budget. If you do, perhaps you have entries for travel or even specific entries for your hobbies. But even if you are not tracking every dollar and are lucky enough to have money left over beyond your basic needs, it is worth [...]

By | January 4th, 2016|Uncategorized|Comments Off on Remember to Play