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Category: Financial Planning & Budgeting


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6 Smart Ways To Manage Concentrated Stock

6 Smart Ways to Manage Concentrated Stock

August 16, 2023

So, you have a large position in a single stock. This stock represents 10%, 20%, or even more of your investment portfolio. Maybe you…

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Why Work With A True Fiduciary Advisor

Why You Need To Work With A True Fiduciary Financial Advisor

June 30, 2023

Is there a difference between a financial advisor, a financial consultant, and a wealth manager? What about a financial planner, a registered representative, and…

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How Mega Backdoor Roth IRAs Work

How Mega Backdoor Roth IRAs Work

May 19, 2023

Are you interested in a little-known strategy that could help you save up to $43,500 into a Roth IRA every year? This method is…

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Asset Location Strategy

Demystifying Asset Location

April 20, 2023

You may be familiar with the concept of asset location. It’s a tax planning strategy that can help you optimize your investment portfolio’s tax…

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tax loss harvesting ultimate guide cover image

Is Tax-Loss Harvesting Worth it?

April 18, 2023

Tax-loss harvesting is undoubtedly worth the effort in most cases (but not all). If done correctly, tax-loss harvesting can lead to higher overall portfolio…

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How To Change California Residency

How to Change California Residency

April 16, 2023

Are you considering moving out of California? You are not alone. California’s population decreased by 358,662 in 2021 and 113,649 in 2022. Both are…

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Pay off mortgage in advance

Should You Pay Off Your Mortgage In Advance?

March 9, 2023

As a homeowner, one of the most significant financial decisions you’ll make is whether or not to pay off your mortgage in advance. This…

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How Much Home Can I Afford

How Much Home Can I Afford?

February 16, 2023

Many high-income individuals often question whether or not they should upgrade their home and take on a larger mortgage. After all, if you are…

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Universal Basic Income Bad Idea Poster

Universal Basic Income is a Bad Idea

January 27, 2023

There has been a lot of talk about Universal Basic Income (UBI) over the past few years. It has recently resurfaced as former Presidential…

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