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.
Learn how Amazon’s mega-backdoor Roth strategy helps employees boost retirement savings beyond standard limits and enjoy tax-free growth. This powerful strategy allows after-tax contributions to grow tax-free, offering a significant advantage for long-term wealth accumulation.
In this guide, you’ll learn everything about Amazon’s mega-backdoor Roth, including how it works, contribution limits, tax implications, and case studies to help you decide if it’s right for you.
As the year winds down, it’s the perfect time to take stock of your financial picture and set the stage for a prosperous future. Here are two checklists designed for you to end 2023 on a good note and plan for financial success in 2024 and beyond.
You’ve left your job but still have a 401(k) plan with your former employer… now what? You have four options on how to move forward. These options include: do nothing, roll into your new employer’s 401(k) plan, roll into an individual retirement account (IRA) or cash out immediately. As a fiduciary financial planner in Los Angeles, I will highlight the pros and cons of each choice below to help you make an informed decision.
A new year is always a good opportunity to reset and refocus on your financial goals. According to studies, many Americans make financial resolutions to improve their money habits, but only a fraction actually stick with them. These financial resolutions can help you create more peace of mind and set yourself up for long-term success.