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…
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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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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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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?
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 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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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…
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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…
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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…
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