Retirement Myth
May 16, 2026I was scrolling on social media and saw a post about retirement accounts being “paper wealth” and people “waiting for…
Invest Now or Wait?
April 25, 2026If you receive a windfall, a bonus, or maybe you were saving for something but plans changed, how would you…
Donation Tax Tips
April 10, 2026You have 5 days to file your taxes! FreeTaxUSA¹, my go-to tax filing tool, costs $0 for a federal tax…
Capital Gains Planning
January 3, 2026Need to file your taxes for 2025? FreeTaxUSA¹, my go-to tax filing tool, costs $0 for a federal tax return,…
Asset Location Decisions
November 29, 2025Where you put your investments can make a huge difference for your after-tax wealth. As you know, we have 3…
Roth Hidden Benefits
October 25, 2025When most people think of Roth IRAs or Roth 401(k)s, they just think "tax-free withdrawals." But that’s only part of…
How to Rebalance Your Portfolio (And Minimize Taxes)
August 15, 2025As you think about your portfolio and asset allocation, over time you might run into situations where you want to…
UTMA Custodial Account
August 2, 2025One of the investment accounts that you can open for a minor and build wealth is a UTMA. I wanted…
Direct Indexing and Tax Loss Harvesting
May 10, 2025What is direct indexing? Simply, instead of buying a specific index fund (like the S&P 500, Total U.S. market, etc),…
Investing at Market Peaks
March 22, 2025What if you invested only during all-time highs? Let’s take a look. Quick story Let’s go back to the early…
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