Tips and strategies from an industry recognized CFP on how to optimize your retirement accounts and avoid common mistakes. Plus, benefits for joining the AARP even if you’re a millennial.
A strategy for getting the triple tax advantage: tax-free contributions, tax-free growth, tax-free withdrawals.
A comprehensive framework for understanding how 401ks work and how to use them strategically.
A simple but comprehensive framework / checklist for making sure you are creating and protecting wealth as strategically and effectively as possible.
Learn how, when, and why to do tax loss harvesting and tax gain harvesting. How it works step by step, and the best strategy for maximizing tax savings from it.
A clear explanation on how the Trump tax bill affects you, from W-2 income to investment income to real estate income to side business income.
2019 tax rates and contribution limits: shown here in comprehensive and simple-to-follow tables.
How to calculate exactly how much life insurance you need. Plus, how to calculate whether regular term life vs. return of premium insurance is more cost-effective.
A few thoughts I’ve been thinking about recently related to financial and retirement security.
Ever wonder how long your savings would last if you retired right now? You might be surprised by the answer!