You just won the lottery! Now, you have $2 million to your name, well you'll have to pay taxes, but your ship has come in! Time to tell the boss...
How Much Should I Be Saving For Financial Independence?
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Investments
“What Shall We Choose to Give Us the Maximum Chance of Independence?”
So you keep hearing about this whole 'Financial Independence' thing. You like the idea of work being optional, or at least having more funds for...
The Accountability Gap
The accountability gap is the difference between "who you think you are" and "who you are." You might say that retiring early and being financially...
Protect Your House
Financial Planning is so much more than just investing. People often think that a Financial Advisor exists mostly to generate a rate of return. Sure...
How Do Mutual Funds/ ETF’s Work?
Mutual funds are one of those terms we hear frequently but no one stops to explain what they mean. You likely have a general understanding, though...
Pac Man: Financial Planning Edition
Ghosts (taxes, healthcare, and your own behavior) are chasing you around the screen. However, you can power up by collecting the fruits of tax...
The Real Risk: Losing Purchasing Power NOT Loss of Principal
It can feel good to avoid the loss of principal. See that beautiful straight orange line? That is an investment-grade bond. Since 1982, it has had...
The Non-Qualified/Taxable Account Dilemma
High earners must be especially careful with asset location. After all, you can only contribute so much to your 401k/403b plans. After maxing out...
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