Welcome, dear readers, to a financial odyssey unlike any other. Today, we embark on a journey through the perplexing world of Roth conversions—a realm where tax strategies reign supreme and confusion lurks at every turn. But fear not, for I am your intrepid guide, armed with wit, sarcasm, and a healthy dose of financial acumen. […]
Unraveling the Mysteries of Roth Conversions Read More »
In the age of digital dominance, the rise of influencers has been nothing short of meteoric. From fashionistas flaunting the latest trends to fitness gurus inspiring millions with their workout routines, influencers wield considerable power in shaping consumer behavior. But along with fame and fortune comes the responsibility of managing newfound wealth wisely. In this
Hey there, savvy investors! Can you believe it’s already December already? It’s the most wonderful time of the year, and no, I’m not talking about sleigh bells ringing or chestnuts roasting. I’m talking about the impending thrill ride known as tax season. So, buckle up your seatbelts and get ready to cha-cha your way through
“Dance Your Way Through Tax Season: A Funky Investor’s Guide to December Tax Prep” Read More »
The stock market, while offering the potential for substantial returns, also carries inherent risks. Market volatility, economic uncertainties, and unexpected events can all lead to significant losses. To mitigate these risks, savvy investors turn to various financial instruments designed to provide protection and stability. In this blog, we’ll explore several such financial instruments that can
Mitigating Stock Market Risk: Exploring Financial Instruments as “Buffering Strategies” Read More »
Investors frequently reach out to us for fresh ideas in investing. When you say the word, “Insurance,” some people may roll their eyes, check their watch or find their attention going elsewhere. However, what most people may not know is that there are ways to leverage life insurance not for the death benefit, which you
L.I.F.T.: Using Life Insurance as a Financial Tool to mitigate taxes Read More »
So what do you need to know about Social Security? A lot. BUT, before we begin, I have some crazy numbers for you. We will write this article out in an easy to read, Q&A fashion to keep things simple. 567. This used to be the number of ways you could claim Social Security. It’s
Everything You’ve Wanted to Know about Social Security but were too lazy to “Google” Read More »
Divorce is a complicated affair. It’s financially and emotionally exhausting. You have to split everything, have your finances and purchases scrutinized, the one you loved the most now becomes your adversary, you have to see who gets the kids and when, you may possibly lose half of your assets, plus, you have to go through
Just Got Divorced? We Got Your Back! Let’s Talk About Your Finances Read More »
War is hell. Countless lives have been lost on both sides after ongoing fighting for the better part of the year. This conflict has sent waves of disruption in supply chain issues, over 4 million people are now displaced Ukrainian refugees, there is rampant hunger due to lack of Ukrainian wheat exports, ongoing deaths due
Putin’s War, What are the Economic Ramifications? Read More »
Gentle reader, you may have seen on the news that the US economy has been experiencing the highest inflation in over four decades. Furthermore, the Ukraine-Russia conflict has further added to the world’s financial woes. With a newer Covid strains still inflicting deaths, the pandemic shows no signs of going away, only slowing down… However,
The Fed printed money like crazy, now what? Read More »
Biden has been quite active since his inauguration, and his plans to build back America are in full throttle. He aims to make America better through taxes, so is that something you should worry about? Biden’s Tax Agenda Biden’s tax agenda is pretty straightforward. He is like a modern Robin Hood, imposing high taxes
The Biden Tax Agenda Read More »
