When NOT to Do a Roth Conversion: 5 Scenarios to Watch Out For
In some situations, the tax hit just isn’t worth it
Best Financial Foundations: What Dave Ramsey Got Right (And Why I Partner With the SmartVestor Pro Program)
I’m proud to be aligned with Dave Ramsey’s SmartVestor Pro program
How to Prioritize Your Investment Accounts for Tax-Savvy Growth
Investors I have worked with often overlook the power of tax-smart allocation, which can quietly boost net returns over time.
Why I Use Holistiplan to Make Taxes Simpler—and What It Means for Your Retirement Plan
Taxes touch nearly every part of your financial life, especially as you approach retirement.
The Ratcheting 4% Rule: How to Capture Upside in Retirement Without Compromising Safety
If you want to spend confidently without risking your future, this is the strategy you’ve been looking for
Understanding Divorce: Empathy, Financial Planning, and Modern Trends
This comprehensive guide aims to shed light on these topics, providing insights and recommendations to help individuals make informed decisions during such pivotal times.
Why I Use Elements to Help You Understand Your Financial Health (And How It Can Help You Feel More in Control)
Am I doing okay… or am I way behind?
Why I Use RightCapital to Help You See Your Financial Future Clearly (Instead of Leaving It to Guesswork)
Without the right tools, it’s easy to feel like you’re guessing your way through your financial future.
Why I Use Sora Finance to Help You Pay Less Interest (And Why You Should Check Your Rates, Too)
Whether it’s a mortgage, auto loan, student loans, credit cards, or personal loans, interest costs can quietly drain money from your budget