Category: Financial Planning & Budgeting

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…

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…

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…

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…

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…

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

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

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

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…