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Planning for FI

Achieving financial independence while planning for the milestones of your life

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Tag: financial advisor

December 1, 2019 Financial independence / financial planning / Tax

Tax Rate Arbitrage For Taxable Income $170K-$320K

If you are married and your joint taxable income is between $170,000 and $320,000 you are in the 24% tax

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November 30, 2019 Cash Management / Financial independence / financial planning / Investments

Safety Nets

Times have been good the past few years. There have been a few short setbacks in the stock market, but

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July 3, 2019 Financial independence / Investments / Retirement

Why Contributing to Your 401k Might Cost You

I have heard a lot of advice for young FIRE seekers to contribute to their 401k even if they are

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June 21, 2019 Financial independence / Retirement / Tax

SECURE Act – The Death of Never Pay Taxes Strategy?

Great article on the SECURE act, written by Nick Prigitano, CFP of Milestone Financial Planning, LLC! Will comment more when

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June 19, 2019 Financial independence / Investments / Retirement

VTSAX: The best mutual fund?

There is a reason the SEC does not like it when investment advisors talk about specific investments. It is very

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June 8, 2019 Uncategorized

Millennials Helping Millennials

One problem faced by the financial services industry is the age of its advisors. Find a financial advisory firm that

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