Don't "Roth" Everything
How to manage potential increasing tax rates with Roth vs. pre-tax accounts.
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- Feb 7
- 4 min
Mortgage Interest Deductibility
Some rules behind deducting your mortgage on your taxes - and how to think about the benefit of the deduction.
- Jan 24
- 5 min
Interplay of FSA and Tax Credits with Children
A blog on how the different credits can be used, and if a tax credit is more beneficial than an employer's dependent care FSA.
- Jan 10
- 6 min
Roth IRA; why the back door?
The process and explanation of completing a back door Roth IRA.
- Nov 29, 2022
- 5 min
A Student Loan Update
My take on the student loan landscape currently - and how to manage it right now.
- Oct 4, 2022
- 6 min
Retirement Account Contribution Rules & Limits
Different retirement plans and how their contribution limits interact.
- Sep 20, 2022
- 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, 2022
- 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, 2022
- 6 min
Utilizing Medical Savings Accounts (FSA, HSA)
Different accounts available to pay for medical costs, and strategies to utilize each.
- Aug 10, 2022
- 7 min
5 Expensive Decisions as a First Year Attending Physician
Five financial considerations for a first year attending physician.
- Jul 26, 2022
- 6 min
A Word about LLCs
Some thoughts behind the use of LLCs and common misconceptions.
- Jul 12, 2022
- 6 min
Three Step Financial Plan
Three simplified steps behind creating a financial plan
- Jun 18, 2022
- 5 min
Rising Rates Silver Lining
Pros and cons of rising interest rates, and what to do about it.
- May 31, 2022
- 8 min
The Perfect Balance Sheet
Considerations when building a balance sheet for future income replacement.
- May 17, 2022
- 7 min
Do Stocks Create Wealth?
How to create wealth, and where stocks fit into that.
- May 3, 2022
- 6 min
Self-Employed Company Benefits
Benefits that you need to create for yourself as a self-employed individual
- Apr 19, 2022
- 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, 2022
- 4 min
Musings #1
Unstructured thoughts around the superior benefits of behavior over numbers and data in personal finance.
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