See a Sample Financial Plan: Our BluePages Planning Process
By Russell Holcombe, MTx, CFP® After decades of experience working with clients in various stages of the...
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Live the Life You Want in 2023
By Russell Holcombe, MTx, CFP® As we start a new year, many of us are thinking about the progress we want to make in...
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VIDEO: Forget the Balance Sheet: Cash Flow Is King
By Russell Holcombe, MTx, CFP® Today I want to talk to you about one of the biggest mistakes I see in the financial...
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2023 Tax Planning: Tips and Pitfalls
By Russell Holcombe, MTx, CFP® Tax planning can get complicated fast—especially when you factor in things like...
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Why the Lump-Sum Election Can Be Dangerous
By Russell Holcombe, MTx, CFP® The deferred compensation plan (DCP) is a non-qualified executive benefit plan which...
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What We Do and How We Can Help
By Russell Holcombe, MTx, CFP® What would you do if you didn’t have to worry about money and only worked when, how,...
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Why Is Your Portfolio Invested the Way it Is?
By Russell Holcombe, MTx, CFP® I wake up early by most standards, a ludicrous hour for those that enjoy sleep. For me,...
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Planning for Stock-Based Compensation
By Russell Holcombe, MTx, CFP® Making the decision to work for a startup or even a late-stage company usually means...
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Financial Planning Challenges for Corporate Executives
By Russell Holcombe, MTx, CFP® “What do you think?” she asks with a rhetorical tone. I look at the numbers, but we...
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Bad Investing Strategies Can Be Addictive
By Russell Holcombe, MTx, CFP® One of the hallmarks of any successful financial outcome is a strong and realistic...
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Why Maxing Out Your 401(k) Is Not Always Ideal
By Russell Holcombe If you’re like most employees, you’ve probably heard about the importance of a 401(k) plan from...
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Top Financial Planning Challenges for Startup Employees
By Russell Holcombe, MTx, CFP® Working for a startup can be an amazing opportunity. Being at the cutting edge of...
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Why I Became a Financial Advisor
By Russell Holcombe, MTx, CFP® Do you know how hard it is for an ambitious 8-year-old to find a job? Thankfully, I was...
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What I learned losing ONE MILLION dollars?
“Experience is the worst teacher. It gives the test before giving the lesson.” Unknown The book “What I...
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Can Money Buy Happiness?
Yes, but not in the ways that most people think. When someone experiences a liquidity event, it is often accompanied...
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