Audit of Finances
March 14, 2026A friend of mine reached out for some advice on how to built wealth and whether there is potentially something…
Home Tax Tips
March 6, 2026Haven’t filed your taxes? FreeTaxUSA¹, my go-to tax filing tool, costs $0 for a federal tax return, $15.99 for state…
HSA Tips
February 28, 2026A Health Savings Account (HSA) is the most efficient tax-advantaged investment account because it offers a triple tax advantage: One…
Trump Account
February 21, 2026Trump Account was created as part of the OBBBA signed on July 4, 2025. I've been getting a lot of messages…Investing Lessons
February 14, 2026I see all over social media people making basic investment mistakes. Today, I wanted to share 3 quick lessons: People…
Early Retirement
January 17, 2026My coworker recently retired. He is 50 years old and has been with the company for over 25 years. The…
Asset Protection Tips
January 10, 2026Many people focus on building wealth through asset allocation and investment choices. Far fewer think about asset protection. In my…
Where to Keep Cash
December 6, 2025My wife and I have around $50,000 of emergency funds (~8 months of expenses). Considering that the job market is…
Year End Tax Planning 2025
November 22, 2025November is a good time for tax planning. You still have enough time left in the year to make tax…
2026 IRS Updates
November 15, 2025Section 415(d) of the IRC requires the Secretary of the Treasury (IRS) to annually adjust limitations for cost-of-living increases. So,…
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