Congress has recently proposed new tax laws that, among other changes, would eliminate the Backdoor Roth IRA strategy beginning in 2022. If you’d like to execute a Backdoor Roth IRA for 2021, or if you need to complete the process for prior years, the smart move is likely to do so before December 31.Read more…
10 Financial Moves to Make before the End of the Year
Posted October 25, 2019
It’s almost the end of the year, which means family, friends, stress, fun, and everything else. It’s also a great time to take stock of your financial situation. But let’s face it: you don’t want to spend the holidays thinking about money. So here are 10 moves you can make right now to set yourself up for financial success in the coming year.Read more…
9 Smart Ways to Use Your Tax Refund
Posted April 9, 2019
Your tax refund is a good opportunity to make big progress towards one or more of your financial goals. So, how can you make the most of that money? Here are nine ideas that can help you secure your financial foundation and build towards the future.Read more…
7 Financial Questions to Ask Yourself Before Buying a House
Posted February 20, 2019
My wife and I recently looked at a house, and while we didn’t end up buying it DID force me to take a close look at our financial situation. It was a really helpful exercise that gave me a lot of clarity, and in this post I share the 7 biggest financial questions I asked myself to figure out whether we were really ready to buy.Read more…
What’s Your “Why”?
Posted February 11, 2019
How do you know whether you’re setting the right financial goals? Goals that you’ll follow through on? Goals that, once achieved, will actually make you happy? Or more secure? Or more fulfilled? There’s one good way to find out. All you have to do is ask “Why?”.Read more…
