Blog

How to Build Wealth on a Modest Income in 2025

You don’t need to strike it rich. You need a strategy

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 Atlanta Employers Can Launch a Corporate Financial Wellness Program That Actually Works

How to Build a Retirement Plan With Lock Wealth — Allie & Noah’s Story

How to Prioritize Your Investment Accounts for Tax-Savvy Growth

Why I Use Holistiplan to Make Taxes Simpler—and What It Means for Your Retirement Plan

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)

Why I Use RightCapital to Help You See Your Financial Future Clearly (Instead of Leaving It to Guesswork)

Why I Use Riskalyze to Help You Invest with Confidence (Instead of Guesswork)