Skip to content

Category: Financial Planning & Budgeting


Receive Our Newsletter

*We will never sell or rent your personal information.

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…

Read More
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…

Read More
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…

Read More
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…

Read More
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…

Read More
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…

Read More
7 STEPS TO PREPARE FOR A RECESSION

7 Steps to Prepare for the 2023 Recession

January 25, 2023

A recession is undoubtedly going to occur in 2023. Leading indicators, economic indicators that lead the overall economy, are signaling a 98% probability that…

Read More
Recessions are good

Recessions are Good

January 12, 2023

The economy is standing on the precipice of entering into a recession. Leading indicators, economic indicators that precede the overall economy, are forecasting a…

Read More
Sequence of Savings 1

Sequence of Savings

January 5, 2023

Where should you save your money first? Should you prioritize funding an emergency fund or paying off high-yield debt? Should you max out your…

Read More

Ready to take the next step?

Schedule a Complimentary 20-Minute Phone Call to Learn More