Category: Financial Planning & Budgeting

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

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

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…

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…

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…