Early Retirement 72(t) Rule
May 17, 2025I know some people who don’t contribute to a 401(k), IRA, or 403(b) because they want to retire early. They…
Managing Inheritance
April 26, 2025Americans are inheriting more than ever. Here’s the total amount received by the median inheritor, in dollars and as a…
Stock Market Crash 2025
March 15, 2025There is a lot of talk about a market crash, a recession, a doom period. There is a lot of…
Gift Taxes
March 1, 2025There is a lot of confusion about gifts and taxes. I get questions like, “My mom gave me $5,000 as…
Rent vs Buy
February 15, 2025Many people say ”'Don't rent, it's a huge waste of money!” I want to run the actual numbers for an…
2024 Tax Season (how to file your taxes)
February 8, 2025The 2024 tax season is open. So, how do we file our taxes? Preparation The first step in preparing your…
Investing Tips
January 31, 20254 quick things that will help you build wealth sustainably with investing: This is a key factor in building wealth…
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…
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