MONEY

I recently had dinner with Steve Chen, founder of Boldin, in San Francisco, and I’m excited to deepen my partnership with his…

There’s a lot of enthusiasm for Roth IRA conversions and Mega Backdoor Roth IRAs—and for good reason. Paying taxes upfront on your…

The 2025 Wall Street S&P 500 forecasts are rolling in, and so far, the outlook is all bullish. I haven’t found a…

I firmly believe that above-average wealth is largely a result of luck. If we fail to recognize our lucky financial breaks, we…

The Santa Claus Rally refers to a historically observed stock market phenomenon where U.S. equity markets tend to perform well during the last five…

If you want to optimize your life, it’s essential to understand the concept of Return on Effort (ROE). The higher your ROE,…

Health insurance is one of the most complex and aggravating topics for both consumers and providers in the US. Speak with anyone…

Being financially independent means having enough passive income to cover your essential or desired living expenses. A common guideline is to aim…

I had the pleasure of speaking with Bill Bengen, creator of the “4% Rule” for retirement planning. Bill has been a reader…

After reviewing my analysis on a conversation I had with a financial professional in 2013, I decided to take another close look…