Yield to Maturity

The Personal Finance Playbook Has Changed

Personal finance has evolved.

May 6 • Clifford Cornell, CFP®

7

April 2026

Strategy and execution, very different things.

Don’t forget the nuance.

Apr 29 • Clifford Cornell, CFP®

6

Capital Gains Tax

Clearing up some common misconceptions..

Apr 22 • Clifford Cornell, CFP®

5

The Internet Oversells 72(t)

How it works, when it is applicable, and the potential pitfalls.

Apr 15 • Clifford Cornell, CFP®

4

The most mispriced asset you own.

Expanding the definition of rich beyond finances.

Apr 8 • Clifford Cornell, CFP®

11

1

The Angel of Death

A key aspect of generational wealth transfer.

Apr 1 • Clifford Cornell, CFP®

5

1

March 2026

The Dot-Com Era Looked Different

One chart gives some serious context.

Mar 25 • Clifford Cornell, CFP®

4

1

State Tax Quirks

Some of the most overlooked aspects of tax occur at the state level.

Mar 18 • Clifford Cornell, CFP®

4

2

Stop Saying Gen Z Has Never Seen a Bear Market.

It isn’t up for debate.

Mar 11 • Clifford Cornell, CFP®

5

1

The Opportunity Portfolio

A simple way to contain risk while satisfying the urge to trade.

Mar 4 • Clifford Cornell, CFP®

6

1

February 2026

Half to the House?

Tax-drag to the max.

Feb 25 • Clifford Cornell, CFP®

6

2

Strategic Flexibility

Because money decisions aren’t binary

Feb 18 • Clifford Cornell, CFP®

4

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