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Dec 18, 2024
Making Your Money Pay You
Tax seasons always had me feeling crazy. When I found myself knee-deep in spreadsheets, deductions, and filing forms, I wanted to scream....

Nov 20, 2024
The "Silent Killer" of Diligent Investing: Fees May Be Eating 90% of Your Money 😱
Discover how fees may be eating 90% of your investment portfolio over time. Learn how to minimize fee erosion and keep more of your money.


Nov 4, 2024
The Money Mistake My Friend is Making
Reframing risk when it comes to investing money that has some time to grow.

Jul 11, 2024
Choosing an Income Fund 💰
A quick comparison of popular income fund options!

May 1, 2024
Three Reasons We Hit Early Retirement
The reasons beyond our investment strategy that allowed us to realize early retirement- it's not what you think.

Apr 2, 2024
Understanding the Difference: Ordinary Income vs. Capital Gains Tax Brackets
How the concept of Ordinary Income Tax vs. Capital Gains Tax can shed light on why different investments can save you thousands in taxes.

Mar 8, 2024
The Million Dollar Mistake: How Missing your First Doubling Period can Haunt Your Investment Future 👻
This morning I was pondering whether to compose a dry (but very educational!) post about the Rule of 72 or delve into something a little...

Feb 27, 2024
How does real estate stack up against other investments?
What makes real estate investing worth it? In this article, we explore the differentiators in real estate investing versus the stock market.

Nov 28, 2023
Should You Do a Backdoor Roth IRA Conversion?
🏦 What is a Backdoor Roth IRA Conversion? The process of rolling over money from a Traditional IRA to a Roth IRA. There is no limit on...

Jan 20, 2023
Now is the best time to check your retirement contributions!
I'm sitting here at my kitchen table, halfway listening to an online marketing seminar while also reflecting on the 2-week notice I just...
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