Information, insights, and opinions on financial planning
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.
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...
