Nauma

Financial Projections: Common Modeling Mistakes

Personal Finance Learning Session - November 7, 2025

Nov 11 • 

Nauma

4

October 2025

Charitable Donations: A Powerful Tool for Smarter Tax Planning

A practical look at how timing, income, and donation type shape your tax savings.

Oct 19 • 

Simone Qu

1

🏠 Buy vs. Rent: Which One Builds More Wealth?

A data-driven look at how mortgage rates, home appreciation, and liquidity shape the rent-versus-buy decision.

Oct 10 • 

Simone Qu

2

2

351 Exchange Funds Explained: Diversify Without Paying Capital Gains Tax

If you’ve accumulated a large, concentrated stock position, perhaps from an IPO, acquisition, or years of stock-based compensation, you’ve likely faced…

Oct 7 • 

Nauma

2

September 2025

How to Balance Risk, Return, and Contributions in Your Financial Plan

At Nauma, we took the idea of separating financial goals seriously.

Sep 20 • 

Nauma

2

Safe Withdrawal Rates Beyond the 4% Rule

A Conversation with Karsten Jeske, Ph.D., CFA

Sep 9 • 

Nauma

Planning Around RMDs Just Got Easier

We just rolled out Required Minimum Distribution (RMD) support in Nauma. See how it may change your financial projections.

Sep 1 • 

Nauma

1

August 2025

From Quant Research at Goldman Sachs to Machine Learning at Meta — and Then to Startup Founder

Alex Sukhanov: Simone, let’s start with your time at Goldman Sachs.

Aug 10 • 

Nauma

1

3

July 2025

What If You’re Already Have Enough to Stop Working?

Why millions of families are working years longer than needed because they follow outdated financial advice.

Jul 31 • 

Nauma

Hello!

We just launched our blog!

Jul 22 • 

Nauma