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Thoughts on financial planning, wealth building, tax strategy, and leveraging technology for better outcomes.
Tax
The only HSA investment strategy you should use
Most people waste the single best loophole in the tax code by spending their health savings account on copays. Here is the right way to manage this money.
March 30, 2026
Tax
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
Tax
Taxes 101 for W-2 Employees: A Beginner's Guide to Filing and Maximizing Refunds
Navigating the tax code doesn't have to be overwhelming for W-2 employees looking to optimize their annual filings. This beginner's guide provides clear steps to maximize your deductions and credits, ensuring you keep more of your hard-earned paycheck.
April 3, 2025