The Blog
Clear answers for complex retirement decisions
142 articles on retirement, taxes, investing and planning.
How Billionaires Avoid Taxes Legally (And How You Can Too)
Can You Retire at 60 With $1.5 Million? A Real Retirement Planning Case Study
You've Saved for Retirement. Now What? 3 Strategies for Retirement Spending
Investing in Alternatives: Are They Worth It?
Financial Advisor vs. Fiduciary: Why Wall Street Rebranded the Stockbroker
Did I Make A Mistake Putting All My Money in a Traditional 401(k)?
Will AI Replace Your Financial Advisor?
5 Things That Matter More Than Saving for Retirement
Want to Retire Early? Do These 5 Things First
5 Warning Signs You’re Not Ready to Retire
5 Retirement Tax Planning Moves That Can Lower Your Tax Bill
How Much Do I Need in Retirement? What Most Calculators Don’t Tell You
What to Do When Your Financial Advisor Retires. 8 Questions to Ask Your New Advisor
The Best Investment Strategies for High-Income Earners: $100K, $300K and $600K+
HRA Spillover for United Pilots: How to Maximize Your 401(k) and Take-Home Pay
Recently Divorced After 50? How to Protect Your Retirement
Stop Overpaying the IRS: 3 Tax Free Retirement Account Strategies
Understanding Bitcoin Part 2: How to Own It, Protect It, and Pass It Down
Should I Buy Bitcoin? Part 1: What Cautious Investor Should Know
What Happens When You Retire? 5 Things That Disappear When You Stop Working
Retirement Investing Strategy: How $100K Can Grow Into $2 Million
How Much Should You Have in Your 401(k) by Age?
8 Retirement Assets Wealthy Retirees Avoid
Why a Pension Changes Everything in Retirement
The Retirement Tax Strategies Most People Miss
How to Increase Your Social Security Benefits (Before It’s Too Late)
What to Sell Before Retirement: 5 Things Most People Miss
Should You Pay Off Your Mortgage or Invest? (What Actually Makes Sense)
Common Investing Mistakes (And How to Fix Them)
How to Invest in 2026 Without Guessing or Taking Unnecessary Risks
Retiring Soon? It’s Time to Revisit Your Portfolio
RMD Questions Answered - Timing, Taxes, and Inheritance
Automate Your Wealth: 2026 Contribution Limits Explained
Jump Start Your Year: New Year Financial Tips for Smarter, More Intentional Planning
Tax-Efficient Investing: How to Lower Your Tax Bill Without Sacrificing Growth
Am I Ready to Retire? Risk, Returns, and Real Answers
What to do with an Inherited IRA (And the Mistakes to Avoid)
Year End Planning - The Two Minute Drill for Your Financial Life
Your Biggest Retirement Questions Answered: Client Q&A
What Does Fee Only Really Mean
The End of the Penny and What It Means for The Future of Money
Should I Pay Off My Mortgage Before Retirement
High Income to High Net Worth: The Smart Way to Build Wealth That Lasts
Charitable Giving Strategies to Maximize Your Tax Deductions
Qualified vs. Non Qualified Accounts: What It Really Means for Your Money
Maxed Out Your 401k? Here’s What to Do Next
What to Do with an Old (or Forgotten) 401k
The Best Age to Retire? It’s Not What You Think
The Cash Balance Plan Advantage: Maximize Savings, Minimize Taxes
Retirement Planning Mistakes: Don’t Forget These Hidden Costs!
How Portfolio Rebalancing Can Help You Stay on Track for Retirement
Wills and Trusts: What You Need to Know to Pass On Your Wealth Wisely
ETFs vs. Mutual Funds: What’s the Real Difference?
HSA Benefits: How to Use Your Health Savings Account for Maximum Impact
Required Minimum Distributions: RMDs Explained
Old Policies, New Problems: When to Rethink and Review Your Insurance
Breaking Down the Big Beautiful Bill: Tax Cuts and Opportunities
FOMO and Investing: Why Emotions Sabotage Your Strategy
Self-Employed Retirement Planning: How to Maximize Tax Savings and Wealth
What to Do After Maxing Out Your 401k
Investing in CDs: A Low-Risk Strategy You’re Probably Overlooking
The Difference Between Permanent Life Insurance and Term Life Insurance (and Why It Matters)
Your Medicare Choice Might Be Permanent - Here’s What to Know (with Medicare Specialist Andrew Mersereau)
Making It Count: How to Balance Living for Today and Saving for Tomorrow
How to Maximize Your Social Security Benefits & Why It Still Matters, Even If You're Wealthy
Roth Conversion Strategies: Build Wealth for Your Family, Not the IRS
What Is a Fiduciary Financial Advisor? And how a free lunch could cost you.
Asymmetric Risk: How to Invest Wisely, Even If You’re Wrong Most of the Time
Mutual Funds Explained: Because No One Ever Actually Reads the Fine Print
Donor Advised Funds: A Smarter Way to Give (and Save on Taxes)
Investing in Private Equity as a Business Owner
How Diversification Can Save You From a Retirement Meltdown
Why the Dollar-Cost Averaging Investment Strategy Wins in Down Markets
The Hidden Risks, and Realities, of Insurance for High-Net-Worth Individuals
Roth Conversion: Turning Market Lows Into Tax-Free Growth
Physician Retirement Strategies: Making Early Retirement a Reality
Selling Your Business? Valuation, M&A, and Exit Strategies with Chris Blees, CPA/ABV, CM&AA
High Net Worth Financial Planning - What You Need to Know
Turning High Income into Lasting Wealth: Proven Strategies for High Earners
Roses Are Red, Violets Are Blue… Are Your Beneficiaries Still Right for You?
Tariffs Explained: How They Impact Your Wallet and Investments
Healthcare in Retirement: What You Need to Know to Plan Ahead
The Future is Now: Investing in AI for Growth and Innovation
Beyond Tax Prep: Elevating Your Wealth Through Strategic Tax Planning with Max Pollack, CPA
Prosper, Protect and Pass it on– Estate Planning Tips
New Year, New Limits: Financial Updates for 2025
Dividend Paying Stocks: Income, Growth, and Risks Explained
Should I Buy an Annuity? Pros, Cons, and Everything In Between
Navigating the Mental Shift into Retirement
Zoom Out: Optimizing Retirement Accounts
5-10 Years to Go: Retirement Reality Check -Are You Really Ready?
What Now? Strategies for Unused 529 Plan Funds
Are You Making These 3 Common Retirement Mistakes?
401k Do's and Don'ts: Smart Strategies as You Near Retirement
The Art of Asset Allocation
Why the FIRE Movement is BS
Mastering Monthly Expenses in Retirement
Rethinking Home Equity in Your Retirement Strategy
How I Invest: A look inside a CFPs Portfolio
Retirement Planning for Self-Employed Business Owners and 1099 Employees
Understanding the SWAPA Market-Based Cash Balance Plan
The Power of Dollar Cost Averaging: A Timeless Investment Strategy
Understanding the Yield Curve: Trends and Implications
Hamilton’s Legacy: Modern Insights into U.S. Treasuries
Cash Clarity: Navigating Money Markets
Certificates of Deposit: An Old-School Investment Making a Modern Comeback
Financial Planning for Pilots with Nick Coleman, CFP®
How Presidential Elections Affect the Stock Market: Insights and Historical Trends
Real Estate Investing: Fees, Cash Flow, and Risks
Collectibles as an Investment: Where Fun Meets Finance
Alternative Investments: Beyond Stocks and Bonds
The Health Savings Account: Navigating Healthcare Costs
Backdoor Roth: From Tax Burden to Tax-Free Growth
Streamlining Retirement: Insights into Retirement Account Consolidation
The Power of Catch-Up Contributions
When can I retire? Navigating Retirement
Taxes in Retirement: Planning Ahead
401k Contributions for Pilots
The What, Why and How of a Financial Plan
United Pilot Plan Updates: Cash Balance Plan
Navigating Taxes with Henry Ip, CPA
Navigating Retirement Contributions: Demystifying 401(a) and 415(c) Limits
Colorado Secure Savings Mandate - What you need to know
10 Mistakes to avoid with your Roth IRA
10 ACTIONABLE WAYS TO CUT TAXES NOW AND IN THE FUTURE
6 important things to do when turning 65 - A Retirement Checklist
RETIREMENT VS. INFLATION
HOW TO PREPARE FOR BIDEN’S NEW TAX LAWS
SMALL CHANGES, BIG DIFFERENCES IN YOUR RETIREMENT PLAN
CREDIT CARD REWARDS
UNITED AIRLINE LAYOFFS – WHAT TO DO IF YOU ARE LAID OFF
United Employee Benefits: How to Leverage Your RHA for Tax-Free Growth
WHY YOU NEED TITLING, NOT JUST A WILL
ROTH 401K OR TRADITIONAL 401K
Money Savings Secrets: Amazon Prime
3 QUESTIONS TO ASK BEFORE MAKING ANY FINANCIAL DECISION
10 Books for a Better Money Mindset
Is Insurance an Investment?
4 Reasons to Hire a CFP ®
Differences Between an IRA and 401k
Why Bonfire Financial?
How do Financial Advisors Get Paid?
No articles match that search. Try a shorter word, or choose All.
Good Advice. Straight to Your Inbox.
Practical insights on retirement, taxes, and investing to help you make smarter financial decisions. One useful email every week.