July 27, 2017

How to Lower Your AGI and Why You'd Want To

How to Lower Your AGI and Why You’d Want To

Here are 8 reasons you’d want to lower your AGI and 8 methods to lower your AGI.

Read More...
How to Adjust Risk Appropriately for Retirement

How to Adjust Risk Appropriately for Retirement

Risk is about understanding your own greed, fear and pride.

Read More...
When You Should Not Do a Backdoor Roth

When You Should Not Do a Backdoor Roth

Like how diner coffee gets more bitter as the waitress tops off your cup with more coffee from the pot, so too the growth on your nondeductible assets increases your tax owed by decreasing the percent post-tax assets in your cup.

Read More...
How to Readjust Your Retirement Plan

How to Readjust Your Retirement Plan

Sometimes the change can be in a direction you did not expect.

Read More...
Invest Even When Afraid

Invest Even When Afraid

You can’t invest for the future in the future. Don’t let your fear of the future ruin your future.

Read More...
How to Save for Retirement

How to Save for Retirement

Every pay period, pay yourself first. You won’t miss what you don’t see.

Read More...
The Biggest Mistake You Can Make With Your Backdoor Roth

The Biggest Mistake You Can Make With Your Backdoor Roth

Yikes! This is a costly mistake.

Read More...
How to Plan for Retirement

How to Plan for Retirement

Failure to plan for retirement is the primary reason why retirement plans fail.

Read More...
Why Trusts Are So Confusing

Why Trusts Are So Confusing

Trusts are like Calvinball except that the government is trying to play referee. It is quickly confusing.

Read More...
Retirement Assumptions Are Critical

Retirement Assumptions Are Critical

Retirement doesn’t give you a second chance. Measure twice and retire once.

Read More...