Financial Audit
January 11, 2025A friend of mine reached out for some advice on how to continue building wealth. So, I want to go…
Asset location
December 21, 2024Where you put your investments can make a huge difference for your after-tax wealth. I want to spark some ideas…
TIPS Bonds
December 14, 2024Inflation has been sticky. The Consumer Price Index (CPI) rose 2.7% over the year in November, up from 2.6% in…
Investments Tax
December 7, 2024Some people don’t know, but there is a net investment income tax of 3.8% that applies to some of your…
Treasury Reporting
November 23, 2024If you have a Money Market Fund (i.e., VUSXX, VMFXX), Treasury fund (SGOV), or any other Treasury ETF, you need…
Mega Backdoor Roth Explained
November 16, 2024A reader asked “Which strategy can high income earners use to save money on taxes?” Today, I want to discuss…
Capital Gains
November 2, 2024The IRS just announced inflation adjustments for the tax year 2025. 2 quick changes: For single taxpayers, the standard deduction…
Donation Deductions
October 19, 2024I've found that many people don’t fully understand how taxes related to charitable donations work. In this email, I will…
I Bonds
October 12, 2024The savings account interest is dropping. Many banks lowered their yields by 0.3-0.5%. Vanguard Money Market Fund dropped to 4.82%. …
Money Market Funds vs High Yield Saving Account
September 14, 2024Before we dive into today's topic, I have a quick favor to ask. Over the past 35 weeks, I’ve written…
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