5 Retirement Mistakes That Could Cost You Millions (and How to Avoid Them) Think losing a few thousand hurts? Try letting simple missteps snowball into a seven-figure hit. You work too hard to wing your… Read More
How Much Does Retirement Spending Drop? The Real Smile Curve Does your spending really fall once you retire, or is that wishful thinking? You have probably heard that you only need a slice of your… Read More
7 Shocking Retirement Truths That Nobody Talks About Retirement is often painted as a time for travel, golf, and endless relaxation. But the transition out of full-time work isn’t just a financial finish line; it’s… Read More
Decoding the Cash Balance Plan: The Secret Weapon for Retirement Savings? Are you a high-income earner looking to supercharge your retirement savings? You might be maxing out your 401(k)/403(b) and your Backdoor Roth IRA, but… 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
Are You Sitting on a Ticking Tax Bomb? RMDs and Your Retirement Are you doing everything right, saving diligently for retirement? Great! But, uh oh, is there a ticking tax bomb lurking in your future?… 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
The Most Neglected Part of Your Financial Plan: Your Health When you think of financial planning, what comes to mind? Likely savings accounts, investments, or long-awaited retirement. But what if I told you there’s one… Read More
While most people are familiar with retirement saving tools like a 401(k) or 403(b), fewer people are familiar with the 457(b) plan. With several different choices available, each more confusing than the other, taking control… Read More
Back in 2018, I was asked to speak at the American Society of Colon and Rectal Surgeons (ASCRS) conference, and the topic was simple: How Much Do I Need to Retire as a Physician? Well,… Read More