Business
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Dec- 2024 -6 December
Boldin Financial Planner Review: Financial Freedom Made Easier
I recently had dinner with Steve Chen, founder of Boldin, in San Francisco, and I’m excited to deepen my partnership…
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4 December
Maximizing Tax-Free Income and Withdrawals In Retirement
There’s a lot of enthusiasm for Roth IRA conversions and Mega Backdoor Roth IRAs—and for good reason. Paying taxes upfront…
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2 December
2025 Wall Street S&P 500 Forecasts Are All Bullish – Uh Oh!
The 2025 Wall Street S&P 500 forecasts are rolling in, and so far, the outlook is all bullish. I haven’t…
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Nov- 2024 -29 November
How One Lucky Financial Break Can Change Everything For Good
I firmly believe that above-average wealth is largely a result of luck – around 60% – 70%. If we fail…
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27 November
The Santa Claus Rally Phenomenon And Its Origins
The Santa Claus Rally refers to a historically observed stock market phenomenon where U.S. equity markets tend to perform well during the…
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25 November
Mega Backdoor Roth IRA: Supercharging Your Retirement Savings
Ever since I started saving for retirement in 1999, I’ve been a proponent of tax-deferred retirement vehicles like the 401(k)…
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22 November
Key Factors To Consider Before Changing Health Insurance Plans
Health insurance is one of the most complex and aggravating topics for both consumers and providers in the US. Speak…
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Oct- 2024 -20 October
How Speaking To A Financial Professional Saved Me From Myself
Empower is offering free financial consultations until October 31, 2024, for anyone with over $250,000 in investable assets. I wanted…
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