To minimize tax drag and optimize asset location for your investments, consider funding your accounts in the following order: Employer-Sponsored Retirement Accounts (e.g., 401(k), 403(b)) Reason: Contributions are often pre-tax, reducing your taxable income. Employer…
Read More
What does your dream of financial independence look like? For most, it’s living a life where work becomes optional rather than a daily necessity. However, many mistakenly assume it can only be achieved in retirement….
Read More
There are many great ways for a high-income earner to save for retirement, some strategies that I even use in my family’s financial planning. One thing I have in mind for today pertains to singles/couples…
Read More
