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Thoughts on financial planning, wealth building, tax strategy, and leveraging technology for better outcomes.
Retirement
Roth Conversion Strategy: When It Actually Makes Sense
Roth conversions are one of the most powerful tools in financial planning. They're also one of the most misused.
April 9, 2026
Retirement
When to Claim Social Security: The Decision That Could Cost You $100,000
Social Security timing is one of the most consequential decisions you'll make in retirement. Most people get it wrong because they're afraid.
April 8, 2026
Retirement
Why Target Date Funds Are Ruining Your Retirement
Wall Street sells them as the ultimate set-and-forget tool. Here is why you need to drop them and build a real portfolio.
March 31, 2026
Retirement
The worst backdoor Roth IRA mistakes: how to stop failing
The backdoor Roth is a fantastic way to build tax free wealth. Doing it poorly will cost you thousands in unnecessary taxes.
March 29, 2026