What to Look for in a Financial Advisor Choosing the right financial advisor can feel overwhelming. Whether you’re considering hiring one for the first time, switching to someone new, or just evaluating your current advisor,… Read More
Common Backdoor Roth IRA Questions Answered If you’re a high-income earner trying to secure your retirement with a Roth IRA, you’ve probably come across the term “Backdoor Roth IRA.” It’s an essential strategy to bypass… Read More
Year-End Tax Planning Deadlines and Items to Consider As the end of the year approaches, it’s the perfect time to tackle your tax planning. Whether you’re wrapping up 2024, preparing for 2025, or even glancing… Read More
Ask Me Anything, Volume 5: Your Questions on Student Loans, Housing Budgets, and Lifestyle Creep Answered Welcome back to another round of Ask Me Anything! For this fifth edition, you’ve sent in fantastic questions covering… Read More
Physician Side Gigs: Business Structure, Taxes, and Investment Strategies Taking on a side gig can be an exciting way for physicians to earn extra income, explore interests, and maximize financial opportunities. But let’s be honest—when… Read More
How To Use The Gifting Limit Without Uncle Sam Nobody wants to give Uncle Sam more than they have to, right? As the year comes to a close, everyone scrambles to fine-tune their tax strategy…. Read More
Exploring Aggressive and Controversial Tax Strategies As we inch closer to the end of the year, you might find yourself surrounded by advice on how to cut down your tax bill. If you’ve been on… Read More
Understanding the 457(b) Retirement Plan: A Hidden Gem Retirement planning is full of complicated acronyms and different types of plans. You’ve probably come across a 401(k), 403(b), maybe even a Roth IRA, and it can… Read More
Ask Me Anything: Financial Insight – Volume 4 It’s time for another chapter in our “Ask Me Anything” series! So many amazing questions have come in over the last few weeks that it’s hard to… Read More
Top Retirement Mistakes for High-Income Earners Planning for retirement as a high-income earner comes with its own set of challenges. When you’re riding high on a successful career with a healthy paycheck, it’s easy to… Read More