Category: Retirement

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…

Whether you make $100K/year or $1MM/year, you likely need a budget. We have worked will all different types of individuals, each with their own…

There is a little-known strategy where one could save up to $40,500 into a Roth IRA per year. Sound too good to be true…

A recent article discussing why college is so expensive had me thinking as to the true reasons. With two young children and many clients…

As a cash-flow-based financial advisor, I have created hundreds of unique financial plans. Some plans focus on building passive income, while others focus on…

There’s a movement of early retirement seekers called FIRE or Financial Independence Retire Early. Retiring early is achievable, even easy, in many lower cost-of-living…

If you are nearing retirement, or are already retired, chances are pretty good that you are keeping a close eye on your portfolio. Retirement…

If you are looking forward to retirement, you aren’t alone. Most people look forward to the day where they can leave their day job…

One of the joys of retirement is sitting back and enjoying the fruits of your long years of labor. Retirement offers you the chance…