July 9, 2024
Markets roared in Q2, driven by AI optimism and hopes of future interest rate cuts. Can stocks continue to rise in the second half of 2024?
June 7, 2024
The Roth IRA is one of the premier account choices when saving for retirement. However, it remains out of reach for some savers due to high-income restrictions. The backdoor Roth strategy provides a solution for many to overcome this obstacle.
May 2, 2024
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.
April 2, 2024
Despite some inflation worries, markets soared in Q1, driven by optimism about growth and future interest rate cuts. Will stocks continue to rise? Is that predicted recession still coming? Let’s take a look at what happened in Q1 and what might happen next.
March 10, 2024
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.