Tracking Net Worth is Important and Easy
Net Worth is a simple calculation of everything you own (assets) minus everything you owe (liabilities). It's important to track to gauge financial independence progress over time.
Backdoor Roth: A great option for high income earners
By converting your traditional IRA contribution to a Roth IRA, you can save significant money over time.
Best Financial Advice
Get the best financial advice from fee-only financial planners delivering you simple, actionable advice that you can get started with today.
Make More Money: Maximize Your Retirement Accounts
Maximizing your retirement accounts can lead to big tax savings over the years. Take a few minutes and make sure you have put all you can into your retirement accounts. Your future self will thank you!
Tax Strategy: Bunching Charitable Donations
This tax strategy can potentially save you thousands of dollars. If you donate to charities each year, consider "bunching" the giving in a single year to surpass the standard deduction and get a bigger tax deduction.
My Best (Financial) Advice
I was recently asked "What is the best piece of financial advice you can offer in under 2 minutes?". Find out my answer...