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Category: Taxes


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What is an HSA

What Is An HSA And How Does It Work

September 22, 2022

The Health Savings Account (HSA) is perhaps the most underutilized account type out there, even though it offers the highest number of tax benefits….

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How Mega Backdoor Roth IRAs Work

How Mega Backdoor Roth IRAs Work

July 3, 2022

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…

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Deficit Spending And Future Concerns

Deficit Spending & Future Concerns

June 2, 2021

Those in Washington have adopted a risky mindset regarding our fiscal policy. It now appears to be okay for our government to spend as…

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How To Change California Residency

How to Change California Residency

February 16, 2021

Are you considering moving out of California? You are not alone. An estimated 135,600 more people left the state than moved here in 2020….

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How To Manage Concentrated Stock

How To Manage Concentrated Stock

January 21, 2021

Jason DeBolt, a 39-year old software engineer currently living in Los Angeles, recently announced on Twitter that he is officially retiring from the corporate…

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The Times They Are A-changin’ – Rethink Your Capital Plan

The Times They Are A-Changin’ – Rethink Your Capital Plan

October 4, 2020

American capitalism, as we know it, has changed. And with only three months left in 2020, it is time to rethink your capital plan….

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Universal Basic Income Bad Idea Poster

Universal Basic Income is a Bad Idea

July 26, 2020

There has been a lot of talk about Universal Basic Income (UBI) lately. It has recently resurfaced as former Presidential hopeful, Andrew Yang, called…

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Three Actionable Financial Steps During Covid

Three Actionable Financial Steps During COVID-19

April 29, 2020

We are beginning to see various areas of the U.S. open their local economies amid pressure from small business owners. I don’t blame the…

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Secure Act Retirees

What is the New Secure Act?

January 29, 2020

How your IRA, 401(k), and other saving plans are affected by the SECURE Act Since Congress passed the Setting Every Community…

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