Building Financial Independence with the Bridge Account

The “Bridge” account has become a popular choice for early retirees and high-income earners. This taxable brokerage account bridges the gap between the age you retire and when you can draw from your retirement accounts. In this blog post, we will dig into...
Retirement Plan Options for Small Business Owners 

Retirement Plan Options for Small Business Owners 

Among the most valuable benefits you can offer your employees is the confidence of having a secure retirement. Offering retirement plans allows you and your employees to save for the future while minimizing your tax burden. The right plan depends on factors such as...

5 Essential Estate Planning Documents

Estate planning is undoubtedly complex. It involves navigating complex legal documents, understanding tax implications, and facing difficult questions. It is no wonder that many people find it difficult to understand how an estate plan works. Think about it this way:...
Higher IRA and 401(k) Contribution Limits for 2024

Higher IRA and 401(k) Contribution Limits for 2024

Take note of the changes made to retirement contribution limits. Remember, you have until April 15th to make 2023 contributions to both Individual Retirement Accounts (IRAs) and Health Savings Accounts (HSAs). Contribution Limits for 401(k)s, IRAs and More in 2024...
Should You Buy at All-Time Highs?

Should You Buy at All-Time Highs?

After more than a two-year wait, the U.S. stock market has finally reached new highs. As an investor, you may be wondering: Is now the right time to buy? Although buying at peak prices may seem counterintuitive, the data may convince you otherwise. Why All Time Highs...
How Much I Spent on My Wedding

How Much I Spent on My Wedding

Weddings are a special day that many people dream of, but they can also be expensive. I learned this firsthand while planning my wedding last year, and I wanted to share my experience. In this post, I’ll talk about how much I spent and some of my thought processes...