12 Financial Things You Can Control

12 Financial Things You Can Control

Here I will show you 12 financial things you can control in your financial and investment plan and other things you should let go of....

Mega Backdoor Roth: What It Is and Who Should Consider the Strategy

The annual 401(k) contribution limits are often too low for high income earners. In this post, I am going to breakdown a little-known strategy, often dubbed a Mega Backdoor Roth. If you are a high-income earner who easily maxes out their 401(k) each year, keep reading....

How to Invest in Speculative Stocks

Here I am going to breakdown why investing in individual, speculative stocks is perfectly fine with thoughtful guidelines in place....

Monthly Pension or Lump-Sum: Which option should I take? + Free Resource

As you approach retirement, you might be wondering which option is best. This decision is not one to take lightly. A pension could be the single greatest source of your retirement income....

What Do Low Interest Rates Mean for My Retirement?

Mortgage rates are at historically low levels and borrowing money is relatively cheap. However, a retiree typically has less debt and more saved in conservative investments such as bonds....

Value Investing: Will Big, Growth Companies Continue to Dominate?

With the extraordinary performance of a handful of tech-giants, it leads many investors to wonder if we should expect these stocks to continue such strong performance going forward....