New Year, New Goals: Budgeting Your Way to Retirement Dreams
Tuesday, December 31
Alright, let’s talk about the big elephant in the room: budgeting for retirement. If you’re anything like most millennials, you’ve probably got a laundry list of financial priorities – student loans, rent that feels like a second mortgage, maybe some travel FOMO, and oh yeah, saving for the futu...
Roller-Coaster of Changes: BOI Reporting (Corporate Transparency Act)
Saturday, December 28
Roller-Coaster of Changes: BOI Reporting Enforcement Reinstated – What You Need to Know The legal roller-coaster around Beneficial Ownership Information (BOI) reporting has taken another sharp turn, leaving businesses in a state of flux. On December 26, the U.S. Court of Appeals for the Fifth Cir...
Escape the Middle-Class Trap and Achieve Financial Freedom
Wednesday, December 11
Breaking free from the middle-class trap isn't about cutting out lattes or following outdated advice. It's about adopting a proactive, strategic approach to personal finance, investing, and mindset. Here's your step-by-step guide to ditching the 9-to-5 grind and building real wealth. Step 1: Shi...
2025 Contribution Limit Updates
Friday, November 08
New year, new contribution limits! The IRS just dropped the 2025 updates for retirement and health savings accounts, so if you’re looking to stack those tax-advantaged savings, here’s what’s up. Whether you’re new to these accounts or a pro at maxing out, understanding the latest limits can help ...
The Solo 401(k): Your GenX Guide to Smarter Retirement Savings in 2024
Monday, October 21
Look, as GenXers, you’ve seen it all—from floppy disks to streaming everything—and now, you’re in the driver's seat of our financial futures. If you're self-employed or running a small business without employees (other than maybe your spouse), the Solo 401(k) is still one of the best tools out t...
A Millennial’s Guide to Real Estate in a SDIRA
Saturday, September 21
Navigating Self-Directed IRAs in Today’s Real Estate Market: A Millennial’s Guide In today’s rollercoaster real estate market, investing with a Self-Directed IRA (SDIRA) can be a game-changer. But let’s be real—this isn’t just a “set it and forget it” situation. The key to long-term success is no...