How to Start Investing in 2026 (Roth IRA Kickstart Challenge) You don’t need a fancy setup to start investing in 2026. You need a plan you’ll actually follow. This post walks you through a simple… Read More
Why You Should Skip Real Estate and Stick to Traditional Investments (Most of the Time) If you’ve been hearing that real estate is easy, “passive,” and basically a license to sleep like a baby while… Read More
Mega Backdoor Roth Q&A: Your Top Questions Answered If you are a high earner trying to save more into Roth accounts, the Mega Backdoor Roth probably sounds like a mythical creature. You hear people talk… Read More
Year-End Portfolio Review: 5 Red Flags You Should Fix Before 2026 You reach the end of the year, look at your accounts, and think, “I hope this is fine.” That is not a plan. A… Read More
Your Biggest Investing Questions for the 2nd Half of 2025: What Actually Matters for Real Investors Like You Sick of hearing the same generic investment advice that never seems to fit your actual life? You’re… Read More
The Top 5 Money Questions High-Income Professionals Ask (Actually Answered) No matter how many letters follow your name or how high your paycheck climbs, a few money questions just never go away. If you’re a… Read More
Special Needs Planning: 5 ABLE Account Strategies That Actually Work (and Won’t Make Your Eyes Glaze Over) Picture this: you’re juggling care, paperwork, appointments, and then someone throws a bunch of acronyms at you—ABLE accounts,… Read More
Is the S&P 500 Index Enough for Your Investments? Know When to Call in a Financial Advisor You’ve probably heard it before: “Just invest in the S&P 500, and you’ll be fine.” It sounds simple,… Read More
What Is a Mega Backdoor Roth IRA and How Can You Do It? The Mega Backdoor Roth IRA sounds almost mythical, like a unicorn in the world of finance. It’s talked about in hushed, excited… Read More
457(b) Plan for Physicians: 2026 Guide Last updated: While most physicians are familiar with retirement accounts like a 401(k) or 403(b), fewer understand the 457(b) plan—despite it being one of the most powerful (and misunderstood)… Read More