Financial Literacy
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The “Fill Up the Bracket” Roth IRA Conversion Strategy: Squeezing Every Last Drop of Tax Savings
If you love optimizing your taxes as much as you love finding an extra fry at the bottom of the bag, then the “Fill Up the Bracket” Roth IRA Conversion Strategy is for you. It’s a simple yet powerful way… Continue reading
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Laid Off? Here’s What to Do With Your Retirement Plan (Besides Panic)
So, you’ve been laid off. First off—deep breath. It’s not the end of the world, even if it feels like it. While you’re updating your resume, brushing up on your LinkedIn game, and maybe indulging in a little stress-snacking (we… Continue reading
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Can You Deduct That? Uncommon Tax Write-Offs You Didn’t Know Existed
Ah, tax season. The time of year when we desperately search for receipts, cry over spreadsheets, and wonder if the dog’s medical bills somehow qualify as a “dependent.” (Spoiler: They don’t.) But what if I told you there are some… Continue reading
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10 Reasons Why I Love Being Your Parent
Being a parent is a wild ride. One minute, you’re basking in the heart-melting sweetness of an unsolicited hug, and the next, you’re trying to figure out how someone managed to get peanut butter on the ceiling. But through all… Continue reading
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What Love Means to Me Because of You
Before I met Christa, I thought love was mostly about grand gestures—big, sweeping, rom-com-worthy moments that involved running through airports or standing outside windows with a boombox. Turns out, love is a lot less about dramatic declarations and a lot… Continue reading
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All This Talk About Tariffs—But What Does It Really Mean for the Economy?
Tariffs. The fancy word politicians throw around when talking about trade, taxes, and keeping things “fair.” If you’ve been hearing about tariffs and wondering, Wait, is this good or bad? And why should I care?, you’re not alone. Let’s break… Continue reading
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10 Life Lessons I Want You to Remember Always
Dear Jameson and Addie, Life is full of surprises—some good, some…well, let’s just say “character-building.” As your dad, it’s my job to help you navigate the twists, turns, and occasional potholes on this journey. And since I won’t always be… Continue reading
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Tax Planning Strategy for Crypto Investors: Leveraging the Absence of the Wash Sale Rule
Cryptocurrency investing has become a lucrative yet complex endeavor, especially when it comes to taxes. Unlike traditional securities, crypto is not currently subject to the wash sale rule, a regulation that prevents investors from claiming losses on assets sold and… Continue reading
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How to Create a Family Budget for the New Year
Let’s face it—there’s nothing quite like ringing in the new year with a shiny resolution to “spend less and save more,” only to blow your entire budget on discounted gym equipment by January 5th. Don’t worry—you’re not alone. Family budgeting… Continue reading
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The 5 Best Money Hacks of 2024: A Year in Review
Ah, 2024—what a year it’s been! From skyrocketing grocery prices to the sudden trend of investing in Pokémon cards again (seriously, what year is it?), we’ve all been looking for creative ways to keep our wallets intact. Thankfully, this year… Continue reading