Why the economy is not the stock market (& what this means for you)
Do you ever wonder why markets can have positive returns yet the economy seems to be in the dumps? You’re not alone.
Finding Purpose in Retirement
Retirement offers 40+ hours per week to do something. So, what do you do?
Pros & Cons of Direct Indexing
Superior investment solution or unnecessarily messy portfolio?
Silent Wealth
How could your life improve if you stop fighting what you wish to happen and accept things to happen as they do?
Nvidia Historical Return & Expectations of Future Return
Nvidia has returned 189% over the trailing one year & is up 1,069% over the last 5 years. Is now the time to buy or sell?
Estate Planning: Importance, Pitfalls, & Solutions
Estate planning is the ultimate form of having control from the grave. But few understand the importance of an estate plan (or the costs of not having one).
Fools React, Warriors Respond
To be financially free is to be void of any subconscious beliefs limiting your ability to fully feel what it is you already have.
Choosing The Right Retirement Plan for Your Small Business
Is your current retirement plan allowing you to save the most amount of money in taxes annually?
Incentive Stock Options (ISOs) Taxes & Strategy
Stock options can make or break your total compensation. Not just for the potential future appreciation; but for the resulting tax consequence of not taking them seriously.
How to Identify & Avoid Common Financial Mistakes
When it comes to making decisions around money - knowing what NOT to do, can be just as impactful as knowing what TO do.
Emergency Fund: How to Systematically Increase your Cash Return
Planning isn’t always about maximizing return, rather, minimizing risk. So where can you invest your cash to maximize your expected return?
How to Retire With The Same Spending Power as Today
What needs to be done to retire with the same spending power that you have today?
Best Way to Buy a Car in Business Name
Should you buy a car in the name of your business? The question I would ask is, do you need a car?
When Can You Use Real Estate Losses?
Rental activity by the IRS is deemed to be passive. This means if you’re not a real estate professional this makes your odds of being able to deduct losses slim.
How to Avoid, Defer, and Reduce your Tax Bill
When you financially measure your life, you’re not going to measure it based on how much tax you saved, rather, how much wealth you’ve built.
Pre-tax (Traditional) or post-tax (Roth) contributions: Which is better?
Traditional contributions can be better than Roth contributions. Roth contributions can be better than Traditional contributions. What rate you end up paying in taxes matters the most.
Student Loans Set to Resume (here's what you need to know)
Student loans are set to resume August 30th, here’s what you need to know to be prepared.
U.S. Debt Ceiling: How much is too much?
Why does the debt ceiling exist? How much more debt can we continue to take on?
How to Stick to a Budget
Budgeting doesn’t upset us, rather, it’s our judgment of budgeting that upsets us.
Should I Pay Debt Or Invest?
When you pay off debt, you guarantee yourself a fixed simple interest rate of return. When you invest, you guarantee yourself a compounded rate of return. How do you begin to choose?