Skip to content

Category: Taxes


Receive Our Weekly Newsletter

*We will never sell or rent your personal information.

Universal Basic Income Bad Idea Poster

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…

Read More
Sequence of Savings 1

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…

Read More
tax loss harvesting ultimate guide cover image

Is Tax-Loss Harvesting Worth it?

January 3, 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…

Read More
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….

Read More
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…

Read More
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…

Read More
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….

Read More
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…

Read More
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….

Read More

Ready to take the next step?

Schedule a Complimentary 15-Minute Phone Call to Learn More