June 6, 2024
June 1, 2024
The Tax Hack Every Investor Should Know
IRS Code 852(b)(6) is the greatest tax hack that every investor should know.
May 25, 2024
Passive Income Vol. 4: Bond Ladders
Bond ladders are a series of fixed income investments with different maturity dates. Over time you will receive interest payments, usually semi-annually, as well as your initial investment at maturity.
May 11, 2024
If you are a business owner and your only employee is yourself, you can save a massive amount in taxes by opening a Solo 401k plan. These plans can be setup at a reputable firm like Charles Schwab, and often have low/no fees.
May 4, 2024
Time In The Market > Timing The Market
The human brain is laughably terrible at being able to correctly predict when you should buy and sell investments. Here are some fun facts that show the benefit of staying invested for the long term.
April 27, 2024
Money Avoidance - Not wanting to look at your financial situation, over fear of shame or guilt about what you may find. You are not alone.