Category: Financial Planning & Budgeting
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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
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
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
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?
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 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 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
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
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