Business

2025 Housing Price Forecasts: Continued Strong Gains

Now that I’ve shared the 2025 S&P 500 target price forecast, let’s dive into housing price forecasts for 2025. The…

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Wealth vs. Morality: The Dilemma of Profiting From Sin

Sin—actions deemed morally wrong or harmful—can be difficult to resist, especially when money is involved. A hefty paycheck or a prestigious…

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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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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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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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How One Lucky Financial Break Can Change Everything For Good

I firmly believe that above-average wealth is largely a result of luck. If we fail to recognize our lucky financial…

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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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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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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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Return On Effort (ROE) Is Your Key To Unlocking A Better Life

If you want to optimize your life, it’s essential to understand the concept of Return on Effort (ROE). The higher…

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