- All
- Backdoor Roth
- College Funding
- Estate Planning
- Feel Good
- Financial Planning
- Investing
- Mega Backdoor Roth
- Retirement
- Roth IRA
- Taxes
- Uncategorized
You Lost Your Job. Here’s What You Do Now!
August 10, 2024
Managing Through an Unexpected Job Transition Getting laid off from a job upends almost every aspect of your world. Besides the financial impact, there may ...
Seniors & Financial Scams
June 24, 2024
Seniors & Financial Scams As a Gen X Sandwich Generationer, I understand the crucial role we play in our families’ lives. We are not just ...
Understanding Real Estate Investing: The Significance of a 1031 Exchange into a DST
June 24, 2024
Understanding Real Estate Investing: The Significance of a 1031 Exchange into a DST If you own real estate as an investment property, at some ...
529 Plans and SECURE 2.0: More Flexibility
June 24, 2024
529 Plans and SECURE 2.0: More Flexibility The cost of college has skyrocketed, and it raises the question of whether the cost/benefit assumptions of ...
3 Ways To Get A High ROM – A Return On Your Memories
June 3, 2024
https://www.youtube.com/watch?v=fysOehZkpT8 Summary & Disclosure Key Themes: ROM (Return on Memories) Key Themes: 1. **Return on Memories (ROM):** Struthers introduces ROM as a concept parallel to ...