Financially Free

Most Americans today have an average of 12 jobs in their lifetime. Gone are the days of getting a job straight out of school and staying there until the day… Read More

Do you want to set some money aside for your child? There are several ways to help set your child up for a strong financial future. If a 529 college… Read More

A Mega backdoor Roth is a retirement savings strategy that could allow you to put up to $38,500 in a Roth 401(k), on top of your regular $19,500 annual contribution.… Read More

Do you want to fully understand and maximize your employee stock purchase plan at work? Here are twelve tips to help you get there! #1 What is an employee stock… Read More

Are you thinking of buying a rental property? In this video, I’m going to teach you how to compute the rate of return or ROI on your potential rental property.… Read More

Should I max out my 401(k)? This is a common question. After all, when it comes to retirement savings, isn’t more always better? In this blog, we will answer the… Read More

Have you heard the term “Solo 401(k)” and wondered what it is? The name basically describes the plan. It is a 401(k) plan with only one participant. This plan is… Read More

What would you do if your car needed major repairs? What if you lost your job or were hospitalized for a long time? These are things we don’t want to… Read More

Around 90% of stock mutual funds underperform index funds, while charging higher fees. Why would you pay more, for getting less? In this blog, you will learn all you need… Read More

Are you self-employed or do you run a small business? Would you like to lower your taxes and start saving for retirement? This video teaches you two ways you can… Read More

Many student loan borrowers spend years paying off their debt, but forgiveness programs can help cut that time down. The Public Service Loan Forgiveness (PSLF) program allows certain federal student… Read More

Should you contribute to a Roth IRA, Traditional IRA or a 401(k)? In this video, I’ll share everything you need to know about a Roth IRA, Traditional IRA & a… Read More