The Calming Benefits of a Minimalist Approach to Finance
I still remember the day I decided to ditch my high-stress job in traditional wealth management and start my own…
How to Create a “worry-free” Money Routine
I still remember the day I realized that creating a worry-free money routine wasn’t about depriving myself of things I…
The Ultimate Retirement Hack: a Guide to the Mega Backdoor Roth Ira
I still remember the first time I heard about a guide to the mega backdoor Roth IRA strategy. I was…
An Explanation of What Is Financial Anxiety and How to Cope
I still remember the feeling of financial anxiety creeping in like a chill on a cold winter night during my…
What Is Disability Insurance and Why It’s Important
I still remember the feeling of uncertainty when a friend of mine suffered an injury that left them unable to…
The Ultimate Retirement Hack: a Guide to the Mega Backdoor Roth Ira
I still remember the feeling of being overwhelmed by retirement savings options, until I discovered the mega backdoor Roth IRA…
A Calm, Simple Guide to Life Insurance
I still remember the day I realized that a simple guide to life insurance wasn’t just about checking a box…
The Ultimate Guide to Using a Health Savings Account (hsa) for Retirement
I still remember the feeling of being lost in the wilderness of retirement planning, only to stumble upon a hidden…
What Is Net Worth and How to Calculate It: a Simple Guide
I still remember the first time I had to calculate my net worth – it was like trying to navigate…
A Guide on How to Set Financial Goals You’ll Actually Achieve
As I reflect on my years as a financial planner, I’ve come to realize that the conventional wisdom on how…