There’s a lot of enthusiasm for Roth IRA conversions and Mega Backdoor Roth IRAs—and for good reason. Paying taxes upfront on your…
Category:
MONEY
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The 2025 Wall Street S&P 500 forecasts are rolling in, and so far, the outlook is all bullish. I haven’t found a…
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I firmly believe that above-average wealth is largely a result of luck. If we fail to recognize our lucky financial breaks, we…
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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…
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If you want to optimize your life, it’s essential to understand the concept of Return on Effort (ROE). The higher your ROE,…
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Health insurance is one of the most complex and aggravating topics for both consumers and providers in the US. Speak with anyone…
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Being financially independent means having enough passive income to cover your essential or desired living expenses. A common guideline is to aim…
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I had the pleasure of speaking with Bill Bengen, creator of the “4% Rule” for retirement planning. Bill has been a reader…
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After reviewing my analysis on a conversation I had with a financial professional in 2013, I decided to take another close look…
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One reason many people shy away from competition is that they dislike losing. With often only one winner, the sting of defeat…