I’ve spent the better part of my career helping people avoid paying unnecessary taxes. We’ve deferred income, maximized deductions, harvested tax losses, and generally done everything...
Everything You Need to Know to Plan Your Abundant Retirement
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Secure 2.0 was passed as part of the Omnibus bill at the end of 2022. As I have gone through the different provisions, the best analogy that I have been able to come up with is that Secure 2.0 is like...
January 1st of 2008 commenced one of the most exciting bets of this century (at least to us finance nerds 😊). “The Bet” pitted Warren Buffet, arguably the world’s most successful investor against...