5 Simple Ways to Evaluate a Rental Property and Win Real estate is one of the hottest topics in the investing world, and for good reason. Everyone dreams of that steady passive income, right? Especially… Read More
The 401K Dilemma: Should You Max Out? Retirement savings can feel overwhelming, especially with the numerous options available. For many, the question boils down to whether or not they should max out their 401(k)/403(b) plan…. Read More
3 Auto Insurance Clauses You Must Review Auto insurance is one of those things that many of us tend to overlook once we’ve ticked the box and chosen a policy. But here’s the kicker—auto insurance… Read More
Is Your 401K Worth It? Here’s What You Need to Know “Is a 401K really worth it?” It’s a great question, and you’re not alone in asking it. In fact, it’s one of the most… Read More
7 Financial Milestones High-Income Earners Should Hit by 40 If you’re approaching your 40s or already there and you’re a high-income earner, it’s time to get serious about where you stand financially. You’ve worked hard… Read More
5 Reasons Why a Roth Conversion Might Be a Bad Idea You’ve probably heard the buzz about Roth conversions—they’re often touted as a slam-dunk retirement strategy. The allure of tax-free growth and the option to… Read More
Ask Me Anything Volume 3: Navigating Life’s Financial Crossroads In the third episode of our “Ask Me Anything” series, we’ll tackle a variety of financial topics. From asset protection during a divorce to understanding the… Read More
High Income Earners: Trifecta for Retirement Planning Imagine reaching your golden years with a rock-solid plan for financial security. For high-income earners like physicians, dentists, and vets, retirement planning involves more than just saving money…. Read More
Ask Me Anything Volume 2: Your Financial Questions Answered Welcome to another round of “Ask Me Anything,” where we tackle your financial questions with straightforward insights. If you caught the previous volume, you know the… Read More
10 Personal Finance Rules They Didn’t Teach You in School Have you ever wondered why personal finance isn’t a larger part of the school curriculum? Many of us have gone through a decade-plus of education… Read More