I recently had dinner with Steve Chen, founder of Boldin, in San Francisco, and I’m excited to deepen my partnership with his company. Since first writing about Boldin […]
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Maximizing Tax-Free Income and Withdrawals In Retirement
There’s a lot of enthusiasm for Roth IRA conversions and Mega Backdoor Roth IRAs—and for good reason. Paying taxes upfront on your retirement accounts can be a savvy […]
2025 Wall Street S&P 500 Forecasts Are All Bullish – Uh Oh!
The 2025 Wall Street S&P 500 forecasts are rolling in, and so far, the outlook is all bullish. I haven’t found a single bearish forecast, which is somewhat […]
How One Lucky Financial Break Can Change Everything For Good
I firmly believe that above-average wealth is largely a result of luck. If we fail to recognize our lucky financial breaks, we risk confusing our abilities with good […]
The Santa Claus Rally Phenomenon And Its Origins
The Santa Claus Rally refers to a historically observed stock market phenomenon where U.S. equity markets tend to perform well during the last five trading days of the year and […]
Mega Backdoor Roth IRA: Supercharging Your Retirement Savings
Ever since I started saving for retirement in 1999, I’ve been a proponent of tax-deferred retirement vehicles like the 401(k) and skeptical of tax-now vehicles like the Roth […]