Category: Retirement
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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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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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The 4 Best Ways To Budget That Actually Works
November 22, 2022
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…
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How to Get a College Education Without Mortgaging Your Future
September 16, 2019
A recent article discussing why college is so expensive had me thinking as to the true reasons. With two young children and many clients…
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6 Different Ways to Budget That Work
June 28, 2019
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…
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How to Retire Early in San Diego – A Guide to Early Retirement in Southern California
March 12, 2019
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…
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Investing After Retirement
February 1, 2019
If you are nearing retirement, or are already retired, chances are pretty good that you are keeping a close eye on your portfolio. Retirement…
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Financial Mistakes to Avoid In Retirement
February 1, 2019
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…
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Benefits of Saving For Retirement Early
December 18, 2018
One of the joys of retirement is sitting back and enjoying the fruits of your long years of labor. Retirement offers you the chance…
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