financial planning – Planning for FI

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

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

Little known fact for those over age 55: In the year you turn 55, you can start contributing an extra

The point of life insurance is to protect your loved ones in case something happens to you. If you were

Should you save for college? Will college be free in the future? Will you have so much in assets or

I can only speak for me, of course, but I don’t think so. Google “Fiduciary financial advisor” and stick to

My backstory is not important, but it may be interesting for some who can relate. As I approach my 50th

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