Retirement Account Contribution Rules & Limits
Different retirement plans and how their contribution limits interact.
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- Sep 20
- 10 min
The Bitcoin Elite
My dissents from Bitcoin and why I don't think it has a sustainable, long-term future as a currency.
- Sep 6
- 4 min
Are There Investments That Are Recession-Proof?
Investments aren't recession-proof, but you can create your finances to be recession-proof.
- Aug 23
- 6 min
Utilizing Medical Savings Accounts (FSA, HSA)
Different accounts available to pay for medical costs, and strategies to utilize each.
- Aug 10
- 7 min
5 Expensive Decisions as a First Year Attending Physician
Five financial considerations for a first year attending physician.
- Jul 26
- 6 min
A Word about LLCs
Some thoughts behind the use of LLCs and common misconceptions.
- Jul 12
- 6 min
Three Step Financial Plan
Three simplified steps behind creating a financial plan
- Jun 18
- 5 min
Rising Rates Silver Lining
Pros and cons of rising interest rates, and what to do about it.
- May 31
- 8 min
The Perfect Balance Sheet
Considerations when building a balance sheet for future income replacement.
- May 3
- 6 min
Self-Employed Company Benefits
Benefits that you need to create for yourself as a self-employed individual
- Apr 19
- 6 min
Lessons From 2021 Tax Season
Some of the headaches my clients ran into this year, and how to be proactive for 2022 tax season.
- Mar 8
- 4 min
Musings #1
Unstructured thoughts around the superior benefits of behavior over numbers and data in personal finance.
- Feb 22
- 7 min
Layers to this
A blog discussing how to create layers in your finances to avoid disrupting your investments.
- Feb 8
- 6 min
Taxes as an Independent Contractor
An introduction to the changes in your taxes that come from being an independent contractor.
- Jan 25
- 7 min
Welcome to 2021 Tax Season
The top five questions I've heard this season as an Enrolled Agent.
- Jan 11
- 5 min
Credit Card Convenience
The perks of having a credit card and how to use it to your advantage.
- Dec 28, 2021
- 5 min
Do I Have a Shopping Problem?
Four tips to be more effective with your shopping and remove the guilt that many feel from shopping.
- Dec 14, 2021
- 6 min
Three Costs to Selling Stocks
Outlining the costs of selling stocks including taxes, commissions / broker fees and the opportunity cost of your time.