I Want to Retire Next Year…Am I Ready?
You’ve worked hard, invested well, and are finally ready to make the...
I Want to Retire Next Year…Am I Ready?
Joseph Kuehn
6 Strategies to Make a Down Market Work for You
6 Strategies to Make a Down Market Work for You
No one enjoys seeing portfolios drop due to a downturn in the stock...
Why You Need a Plan, Not Just a Portfolio
Why You Need a Plan, Not Just a Portfolio
“Should I make a change to my investment portfolio? What would you do...
529s, SECURE Act 2.0, and a New Backdoor Roth IRA Opportunity
529s, SECURE Act 2.0, and a New Backdoor Roth IRA Opportunity
529 college savings plans are one of the most popular ways to save for...
Turn Long-Term Care Expenses into Tax-Free Income
Turn Long-Term Care Expenses into Tax-Free Income
No one looks forward to exorbitant long-term care expense, but it can create an opportunity to save thousands in taxes – a strategy that most walk right past.
3 Tips to Maximize Your HSA
3 Tips to Maximize Your HSA
Health Savings Accounts, or HSAs, can be a great way to pay for healthcare expenses and save taxes. And, with these 3 tips, you can significantly increase your HSA's impact.
The Mega Backdoor Roth Solo 401(k) for Solopreneurs
The Mega Backdoor Roth Solo 401(k) for Solopreneurs
The Mega Backdoor Roth 401(k) has typically been reserved for select Fortune 500 companies. Here's how you - the Solopreneur - can access this little known strategy!
The Mega Backdoor Roth – A Hidden 401(k) Benefit
The Mega Backdoor Roth – A Hidden 401(k) Benefit
Microsoft led the way in a rarely utilized benefit within their 401(k) plan – the after-tax Roth conversion. And, slowly but surely, other companies are adopting this plan feature. So, how does it work, what other companies offer it and is it worth it?