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January 17, 2025

In this short video, I cover key takeaways from the 2025 JPMorgan long-term capital market assumptions report and highlight four actionable steps you can take now to stay ahead and plan effectively for the long term.

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January 14, 2025

The mega-backdoor Roth is one of the best employee benefits available for high-earning tech professionals planning their financial future. Learn more about how to use the mega-backdoor Roth to save more tax-efficiently and minimize taxes down the road in retirement.

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January 13, 2025

Health Savings Accounts (HSAs) allow individuals with high-deductible health plans to save for medical expenses by offering a triple-tax advantage. Despite the significant benefits, recent studies suggest that only 10% of Americans utilize HSAs, even though they were introduced in 2003. Learn more in this HSA guide about eligibility, triple-tax advantage, and other important planning considerations.