How to manage potential increasing tax rates with Roth vs. pre-tax accounts.

Some rules behind deducting your mortgage on your taxes - and how to think about the benefit of the deduction.

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.

The process and explanation of completing a back door Roth IRA.

My thoughts talking about why 401(k)s are not a scam.

My take on the student loan landscape currently - and how to manage it right now.

Different retirement plans and how their contribution limits interact.

My dissents from Bitcoin and why I don't think it has a sustainable, long-term future as a currency.

Investments aren't recession-proof, but you can create your finances to be recession-proof.

Different accounts available to pay for medical costs, and strategies to utilize each.

Five financial considerations for a first year attending physician.

Some thoughts behind the use of LLCs and common misconceptions.

Three simplified steps behind creating a financial plan

Financial considerations when getting married.

Pros and cons of rising interest rates, and what to do about it.

Considerations when building a balance sheet for future income replacement.

How to create wealth, and where stocks fit into that.

Benefits that you need to create for yourself as a self-employed individual

Some of the headaches my clients ran into this year, and how to be proactive for 2022 tax season.

Unstructured thoughts around the superior benefits of behavior over numbers and data in personal finance.