Planning With The End In Mind
Financial freedom is a number that’s unique to all of us, so let’s take a look at how you find yours.
December 16, 2020
Financial freedom is a number that’s unique to all of us, so let’s take a look at how you find yours.
Diversifying your investments across three distinct “buckets” – Tax-Free, Tax-Deferred, and Taxable – ensures financial resilience and optimizes your tax strategy for future stability.
Revisit long-term care planning for better solutions and peace of mind for you and your family.
Recently, I’ve been fielding a range of inquiries revolving around a common question: “Should I invest my emergency funds because rates are low?” The unequivocal answer is “No.”
Balance your portfolio like choosing vehicles for different terrains – from high-flying tech giants to steady staples like Hershey and Coca-Cola.
From home equity lines of credit to borrowing against investment accounts, having these options ready can offer flexibility and potentially prevent unnecessary taxes on investments.
Stay ahead of the game with the Roth Revolution—because when opportunity knocks, readiness is everything!
The Richest Man in Babylon can teach you a lot about where to put your money.
Discover how to balance time, money, and health effectively with insights from Naval Ravikant and financial advisor Mark Leibman, and optimize your life as a young high earner.
In a world of record-low interest rates and a $128 trillion global bond market, understanding implications is crucial.
Be cautious of generic financial advice; what works for others may not align with your unique goals and circumstances, emphasizing the importance of personalized financial planning.
Explore how strategic retirement planning can lead to significant tax savings with the stories of the Averys and the Bradleys, showcasing the benefits of allocation between traditional 401(k)s and Roth IRAs.