Don't "Roth" Everything
How to manage potential increasing tax rates with Roth vs. pre-tax accounts.
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Feb 7, 20234 min read
Mortgage Interest Deductibility
Some rules behind deducting your mortgage on your taxes - and how to think about the benefit of the deduction.
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Jan 24, 20235 min read
Interplay of FSA and Tax Credits with Children
A blog on how the different credits can be used, and if a tax credit is more beneficial than an employer's dependent care FSA.
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Jan 10, 20236 min read
Roth IRA; why the back door?
The process and explanation of completing a back door Roth IRA.
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Dec 30, 20226 min read
401(k)s are a scam?
My thoughts talking about why 401(k)s are not a scam.
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Nov 29, 20225 min read
A Student Loan Update
My take on the student loan landscape currently - and how to manage it right now.
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Oct 4, 20226 min read
Retirement Account Contribution Rules & Limits
Different retirement plans and how their contribution limits interact.
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Sep 20, 202210 min read
The Bitcoin Elite
My dissents from Bitcoin and why I don't think it has a sustainable, long-term future as a currency.
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Sep 6, 20224 min read
Are There Investments That Are Recession-Proof?
Investments aren't recession-proof, but you can create your finances to be recession-proof.
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Aug 23, 20226 min read
Utilizing Medical Savings Accounts (FSA, HSA)
Different accounts available to pay for medical costs, and strategies to utilize each.
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Aug 10, 20227 min read
5 Expensive Decisions as a First Year Attending Physician
Five financial considerations for a first year attending physician.
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Jul 26, 20226 min read
A Word about LLCs
Some thoughts behind the use of LLCs and common misconceptions.
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Jul 12, 20226 min read
Three Step Financial Plan
Three simplified steps behind creating a financial plan
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Jun 18, 20225 min read
Rising Rates Silver Lining
Pros and cons of rising interest rates, and what to do about it.
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May 31, 20228 min read
The Perfect Balance Sheet
Considerations when building a balance sheet for future income replacement.
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May 17, 20227 min read
Do Stocks Create Wealth?
How to create wealth, and where stocks fit into that.
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May 3, 20226 min read
Self-Employed Company Benefits
Benefits that you need to create for yourself as a self-employed individual
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Apr 19, 20226 min read
Lessons From 2021 Tax Season
Some of the headaches my clients ran into this year, and how to be proactive for 2022 tax season.
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Mar 8, 20224 min read
Musings #1
Unstructured thoughts around the superior benefits of behavior over numbers and data in personal finance.
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