Former Wall Street banker exploring how to use money well and how wealth impacts your psychology, work, relationships, and identity.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 37 | Founded | a year ago | Last Issue | 3 days ago |
| Active | |||||
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melizabethgeorge.substack.comLatest Issues
Why Should Cost Basis Step Up at Death?
For starters, it’s just plain unfair.
Why should your death magically eliminate unrealized capital gains on every asset you own?
Why should giving an asset to someone while you’re alive convey the original cost basis while transferring...
Uneasy Gratitude for an Unexpected Inheritance
The $60.050.14 wire just hit my checking account.
Seven tiny blue numbers, one of a dozen or so transactions this month, nestled between a Venmo transfer and credit card payment. It’s larger than most, but it’s also just another line item...
Anniversary Highlights: On Identity, Authenticity, and New Beginnings
The words came easily this time. I smiled and replied smoothly last night when the tipsy stranger next to me leaned in and jovially asked the inevitable, “so what do you do?”
“I’m a writer!”
I wrote in March about this question and my st...
Three Types of Decamillionaires I Worked With As a Private Banker
Don’t shoot the messenger, but being a millionaire is becoming passé. Seven figures just doesn’t cut it any more if you want to be above-average.1
A million bucks meant mansions with butlers when I was a kid (and I’m only 42), but now it w...
Stop Obsessing About Your Safe Withdrawal Rate
Confession time: I’m retired, I’m a Certified Financial Planner®, and I don’t even track my withdrawal rate.
And no, it’s not because I’m living off dividends alone, income from a second career, or a spouse’s wages. I’m actively drawing do...
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Authors
The writers behind this newsletter.
Retired Wall Street banker / recovering achiever. Exploring how to use money well and helping people design financial lives that feel secure, empowered, and alive.
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