Get Active or Get Out: How to Use Your Money to Melt ICE
I traveled to Minneapolis last month, where I had the chance to reconnect with old friends and also to have coffee with a colleague who, despite having a valid visa,
We have learned a lot over our years of serving clients and we happily share what we know free of charge!
Recent Articles
Why You Shouldn’t Gift an IRA In Your Estate Plan (And What To Do If You Inherit One)
One of the most common mistakes we see with estate plans isn’t some advanced nuance. It’s actually much more straightforward – they plan to give their IRAs, which house a
Your Net Worth Is Probably Higher Than You Think (And Why That Matters)
Recently, our team has been thinking about a recurring theme we're running into during client meetings: One part of our annual “big picture” meeting with clients involves taking a look
Trump Is Endangering Social Security: What You Need to Know
Without a fix, Social Security will only be able to pay 79% of claims by 2033. This is the top concern for retirees, 94% of whom want to see action
The Coming Recession: The Things We Can Control
I’ve never had a week in which so many people asked me when a recession will hit. And while I don’t know exactly when a recession will arrive, sooner or
Tax Loss Harvesting: Turning Lemons Into Lemonade
You might have heard of a concept called Tax-Loss Harvesting but like most people are hazy on the details. Maybe it’s a new concept altogether. Perhaps you know about it
When Minutes Matter: Creating a Document System for Dangerous Times
Many people in LA faced a terrible choice: they had just minutes to decide which items to grab before evacuating their homes. Once their house disappeared in the rearview mirror,
Estate Planning: A Proactive Guide to Leaving a Legacy
In Ari’s recent blog, he shared critical ways you can prepare to help your parents manage their estate as they age – including pitfalls to avoid and ways to be
How to Put Your Money to Work Helping Underserved Communities Thrive
By: Vanessa Lowe Hi, I’m Vanessa Lowe, a Summer Fellow with Values Added Financial, a career changer, and someone who spent 21 years in federal service working on access to
Managing Your Aging Parents’ Affairs: A Practical Guide from Personal Experience
By: Ari Weisbard A year ago, I lost my father. He was aging and disabled, and for a long time, I had to step in and help manage his affairs.
My Car Was Stolen, and I’m Actually Grateful
Becca and I were taking our first big trip together since we had kids nearly ten years ago. We went to Japan (highly recommended!). While we were in Takayama, a
A Personalized Indexing Primer: What It Is, Who It’s For, and Why You’d Consider It
Over the last few years, our team at Values Added has become increasingly excited about a newly-accessible approach to investing: personalized indexing. This creative approach allows for more precise social
