Financial planning, the Reno/Tahoe way

Local-first guides on taxes, retirement, and investing — written for households in northern Nevada and the Sierra.

• April 12, 2026 · 7 min read

  How to Choose a Financial Advisor in Reno, NV

  A practical guide for Reno households choosing between local independent advisors, fee-only planners, and big-bank brokers.

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• March 28, 2026 · 6 min read

  Fee-Only vs Commission Advisors in the Tahoe Area

  What 'fee-only', 'fee-based', and 'commission' actually mean — and which structure fits Tahoe-area households best.

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• March 14, 2026 · 8 min read

  401(k) Rollover Guide for Nevada Residents

  Step-by-step guide to rolling a 401(k) from a prior employer into an IRA — and why Nevada residents have a structural advantage.

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• February 22, 2026 · 7 min read

  Tax-Smart Investing for Lake Tahoe Property Owners

  How to coordinate Lake Tahoe real estate, residency planning, and an investment portfolio for after-tax efficiency.

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• February 5, 2026 · 6 min read

  Crypto & AI Investing: What Reno Investors Should Know

  How digital assets and AI-thematic strategies fit (and don't fit) into a serious Reno-area investment portfolio.

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