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Retirement
Jake Skelhorn
September 30, 2024
5 Common Retirement Fears and How to Overcome Them
Retirement
Jake Skelhorn
September 25, 2024
4 Reasons the 4% Rule is Flawed – And a Better Alternative for Your Retirement Plan
Retirement
Jake Skelhorn
September 23, 2024
5 Reasons You Should Retire As Early As Possible
LGBTQ+
Christopher Johns
September 23, 2024
Why Gay Men in the Tech Industry Need a Gay Financial Planner
Investments
Jake Skelhorn
September 18, 2024
What To Do With Your High-Yield Savings When The Fed Cuts Interest Rates
Investments
Jake Skelhorn
September 11, 2024
The 401(k) Rollover Mistake Costing Amercans Billions Each Year (Vanguard)
Taxes
Jake Skelhorn
September 11, 2024
Is a Roth Conversion Right for You? Exploring Options For A 100% Pre-Tax Nest Egg (Case Study)
Financial Planning
Jake Skelhorn
September 6, 2024
How to Contribute Up to $84,500 to a Roth Account in 2024: A Step-by-Step Guide
Financial Planning
Jake Skelhorn
September 3, 2024
How Much Do You ACTUALLY Need to Retire Comfortably? Exploring The $1.46 Million Question
Financial Planning
Jake Skelhorn
August 28, 2024
Retirement Planning Blunders: 5 Common Mistakes DIYers Make
Investments
Jake Skelhorn
August 26, 2024
Sequence of Returns Risk: Understanding and Minimizing A Big Retirement Risk
Retirement
Jake Skelhorn
August 26, 2024
I've Saved $2million for Retirement. How Much Can I Safely Spend?
Taxes
Jake Skelhorn
July 29, 2024
Retiring Early With The Rule of 55: Avoid This Common Surprise
Retirement
Jake Skelhorn
July 24, 2024
10 Financial To-Do's Within 10 Years of Retirement
Financial Planning
Jake Skelhorn
July 22, 2024
Case Study: "I'm 51 with $800K Invested. When Can I Retire? "
Retirement
Jake Skelhorn
July 17, 2024
Revisiting the 4% Rule: How To Spend More In Retirement
Financial Planning
Jake Skelhorn
July 12, 2024
7 "What If" Scenarios You MUST Plan for in Retirement
Investments
Jake Skelhorn
July 10, 2024
How to Invest Retirement Savings You Don’t Need for Income
Retirement
Christopher Johns
July 5, 2024
7 Reasons to Claim Social Security at 62
Retirement
Jake Skelhorn
June 28, 2024
Understanding and Maximizing Your Social Security Benefits
Financial Planning
Jake Skelhorn
June 19, 2024
Is $1million Enough to Retire at 60? - Case Study
Taxes
Jake Skelhorn
June 17, 2024
Key Areas Retirees Should Review on Their Tax Returns
Taxes
Jake Skelhorn
June 14, 2024
How to Pay Yourself Over $100,000 in Retirement Without Paying a Dime in Income Taxes
Financial Planning
Christopher Johns
June 12, 2024
The Two Key Accounts to Build for Early Retirement
Investments
Christopher Johns
June 6, 2024
Should You Keep Your Rental Property in Retirement?
Investments
Christopher Johns
June 3, 2024
The 3 Best Investment Accounts for Kids
Taxes
Jake Skelhorn
May 31, 2024
When a Roth Conversion Doesn't Make Sense: 5 Key Situations to Consider
Financial Planning
Jake Skelhorn
May 29, 2024
Three Signs You Might Be Ready to Stop Contributing to Your Retirement Accounts
Financial Planning
Jake Skelhorn
May 16, 2024
9 Questions to Ask a Financial Advisor (Before Hiring Them)
Retirement
Jake Skelhorn
May 14, 2024
Where Should You Pull Funds From First in Retirement? [Case Study]
LGBTQ+
Jake Skelhorn
May 9, 2024
Why the Gay Community Needs a Gay Financial Advisor
Financial Planning
Jake Skelhorn
April 30, 2024
Estate Planning: Key Terms & Issues to Consider
Taxes
Christopher Johns
April 24, 2024
Thinking Ahead: Backdoor Roth Withdrawal Rules
Taxes
Jake Skelhorn
April 17, 2024
Navigating the Maze: A Comprehensive Guide to Taxes in Retirement
Investments
Jake Skelhorn
April 16, 2024
Maximizing Your Equity Comp: The Tax Implications of RSUs
Financial Planning
Christopher Johns
April 8, 2024
Mastering the Benefits of an HSA: Maximizing Tax Advantages
Taxes
Jake Skelhorn
April 5, 2024
TCJA Sunset: Key Considerations for 2024 and Beyond
LGBTQ+
Jake Skelhorn
April 2, 2024
Financial Planning for Couples with an Age Gap: A Personal Guide
Taxes
Jake Skelhorn
March 29, 2024
3 Common Tax Mistakes Retirees Make: Real Client Examples
Taxes
Jake Skelhorn
March 22, 2024
Leveraging the tax code: How to pay 0% capital gains tax
Financial Planning
Christopher Johns
March 13, 2024
The March 15th FSA Deadline: Maximizing Your Healthcare Spending
Financial Planning
Jake Skelhorn
March 12, 2024
You overcontributed to a Roth IRA. Here’s what to do next.
Financial Planning
Jake Skelhorn
February 23, 2024
Net Unrealized Appreciation: The Nuances of NUA
Retirement
Jake Skelhorn
February 13, 2024
Leaving Your Employer? Here’s what you can do with your 401(k)
Financial Planning
Christopher Johns
February 13, 2024
How a Fee-Only Advisor Can Guide You to Success
LGBTQ+
Jake Skelhorn
February 13, 2024
Are Gay Couples Wealthier than Straight Couples?
Retirement
Jake Skelhorn
February 13, 2024
Conversions, Backdoors, Mega Backdoors: Roth buzzwords explained.
Retirement
Christopher Johns
February 11, 2024
I'm self-employed. Can I use a 401(k) plan?
Taxes
Christopher Johns
February 11, 2024
Traditional IRA vs. Roth IRA: How they compare
LGBTQ+
Jake Skelhorn
February 5, 2024
Money Matters: Financial Must-Do’s for Gay Men and Couples
Average 401(k) Balances by Age (2024 Data from Empower)