Information, insights, and opinions on financial planning
Make the most of your inherited IRA
Know the rules when you inherit an IRA
How do my investments create income?
Can I DIY my retirement?
I’ve created a framework for evaluating whether or not you should DIY.
Do I need life insurance after age 60?
Find out why you may not need that life insurance policy in retirement.
How to maximize your Social Security benefits
The only way to get a triple-tax benefit
There is only one account that gives you a triple tax benefit.
How to minimize taxes when saving for retirement
Once you've figured out how to save, you need to figure out where to save. Part 1 of 3 discusses saving for retirement.
Should my 401(k) contributions be Traditional or Roth?
The “Roth vs Traditional” debate is one of the most written-about topics in personal finance, and for good reason. It has all the hallmarks of a Hollywood movie...
