Modern Family Finance

05/25/2026

Remembering heroes today and every day. 🎖️

04/27/2026

Photo Of The Month: The MFF team got together in San Francisco this month for team building and strategy sessions focused on continually improving our firm. We were all newbies at pickleball, but now we’re hooked!

04/19/2026

[From Tools to Teammates: Working Smarter with AI (LinkedIn Learning)](https://buff.ly/shCA19a) This short course—created by a Modern Family Finance client and leader at OpenAI—teaches a practical framework for using AI day to day: not just for one task, but by assigning it different “roles”. The link above is from Brice’s personal post and gives you free access to the course for 24 hours. It’s one of the most practical yet big-picture guides I’ve seen for using AI across your life.

🎁 My new LinkedIn Learning course is live, and it's free for you this weekend with the link below, no subscription needed! Quick heads-up: The free access has a 24-hour clock that starts the moment you click. I timed this specifically for the long weekend. The course is under 2 hours, it's Sunday...

04/13/2026

[Human Capital and Your Portfolio (CFA Institute)](https://buff.ly/vpeJowj) When we work with clients, they often think of their net worth as the number on their balance sheet—but in reality, it’s much bigger than that. This article is a great reminder that your earning potential—your human capital—is often your largest asset, especially during your working years. It’s a helpful lens for thinking more holistically about risk, particularly when your career, income, and investments may all be tied to the same place.

Are you more like a stock or a bond? Chances are this question has never occurred to you. But it’s one you’ll need to answer when you use the concept of human capital to diversify and build your wealth. Wealth … Read more

04/08/2026

[Tax Returns Need Extra Diligence After IRS Cuts, Warn Tax Advisors (Forbes)](https://buff.ly/0JwZQD6) This is a good year to slow down and double-check your return before filing, as IRS staffing cuts could lead to more delays or missed notices. If you’d like help thinking through your tax situation, you can [schedule a free consult](https://buff.ly/Fae9hyY) with us.

02/27/2026

Photo of the Month:
Over the holidays, we spent time in Tahoe with our kids, soaking up the snow and the slower pace. It’s a good reminder that some of the best returns come from time outside.

02/16/2026

Celebrating the leaders who helped shape the nation. 🇺🇸

02/12/2026

The Mid-Life Spending Crisis (A Wealth of Common Sense) — As a planner working with many clients in their 40s and 50s, this piece made me say, “Oh… now I get it.” It turns out this stage of life really is the most expensive—and that rising spending isn’t a failure of discipline, but a normal pattern. A reassuring read if you’ve been wondering why life suddenly costs so damn much.

02/10/2026

Truth, Lies, and Hype in Real Estate Investing (White Coat Investor) — We often have clients come to us asking whether they should be invested in real estate. This article does a great job cutting through the noise. It lays out a balanced view of the truth, the hype, and the trade-offs, reminding us that real estate can be one path to building wealth, but it’s not passive or right for everyone. Like most financial decisions, what matters is how (and whether) it fits into your broader plan.

There's so much hype around real estate investing that it's sometimes difficult to find the right balance. Let's talk about that today.

02/08/2026

Rutger Bregman on Moral Ambition (Rich Roll Podcast) — Lisa bought me Bregman’s book for Christmas, and I honestly haven’t been able to stop thinking about his ideas since. His concept of “moral ambition” asks a simple but powerful question: instead of optimizing our lives for comfort or status, what if we used our skills and resources to work on things that truly matter? It really resonates if you’ve ever felt successful on paper but quietly wondered whether your work could be more meaningful.

Rich is joined by Rutger Bregman, Dutch historian, to discuss moral ambition, the crisis of meaning, and why doing good must become prestigious.