Backdoor Roth IRA Contributions: An Awesome Opportunity for High-Earners
The Roth IRA is one of my top three favorite types of accounts for retirement savings due to…
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Sustainable Investing: Impact the Planet Using Your Retirement Portfolio
With all of the talk these days about climate change and what can be done, as a society,…
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Selling vs. Renting: Should I Sell My House or Rent It Out? A Financial Planner’s Perspective
Maybe you’re moving into a bigger house to fit a growing family, maybe you want to downsize, or…
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5 Financial Planning Tips to Turn Your Small Business Income into Personal Wealth
People have many reasons for why they would want to start their own business — following passions, creating…
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Restricted Stock Unit (RSU) Taxation: Stay On Top of Your Tax Withholding
Every year, I get new clients who are surprised they still owe a significant amount in taxes on…
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7 Pandemic-Proof Fundamentals of Personal Finance
“A goldfish grows to the size of its bowl!” This commonly known adage is used to encourage people…
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5 Signs Your 401(k) Plan is Not Very Good
Not all 401(k) plans are created equal. Hidden fees are rampant in today's 401(k) marketplace, and if you…
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I Want to Buy a House – How Much Can I Afford?
Regardless of whether you rent or buy, housing is likely to be one of the largest expenditures you…
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The 2018 Tax Reform & How It Impacts You
As many of you know, there have been a lot of changes to the tax code under the…
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Investment Technology and You – Comparing to a Traditional Advisor
I recently had a friend ask me how he could trust that a financial planner would be better…
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