Retirement
-
Business
Cheap, Fun, And Practical Buys With Your Stock Market Returns
With another strong year in the stock market, it’s time for investors to celebrate! While marveling at the growth of…
Read More » -
Business
Capitalizing On The Return To Office: Big City Real Estate Insights
Real estate is inherently local, with property values closely tied to the economic drivers and characteristics of specific regions. While…
Read More » -
Business
2025 Housing Price Forecasts: Continued Strong Gains
Now that I’ve shared the 2025 S&P 500 target price forecast, let’s dive into housing price forecasts for 2025. The…
Read More » -
Business
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…
Read More » -
How One Lucky Financial Break Can Change Everything For Good
I firmly believe that above-average wealth is largely a result of luck – around 60% – 70%. If we fail…
Read More » -
Business
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…
Read More » -
Business
The 4% Rule: Clearing Up Misconceptions With Its Creator Bill Bengen
I had the pleasure of speaking with Bill Bengen, creator of the “4% Rule” for retirement planning. Bill has been…
Read More » -
Business
The Power Of Losing: How Setbacks Can Lead To Success
One reason many people shy away from competition is that they dislike losing. With often only one winner, the sting…
Read More » -
Business
2025 401(k) Contribution Limits: Bigger Savings, Better Retirement
The 401(k) contribution limit for employees in 2025 has increased to $23,500, up from $23,000 in 2024. The employer contribution…
Read More » -
Business
Four Years Later, You
Every time a political candidate asks if you’re better off than four years ago, I can’t help but sigh. The…
Read More »