Your Holiday Bucket List for FIRE
My Bucket List My idea of a Bucket List may not be what you are thinking. Sure, it’s fun to have a Bucket List of
Category: Tax Planning and Strategy
Regrets, I Have a Few – The Health Savings Account
I have a few regrets from my financial past. Most of my regrets are centered on not taking advantage of tax advantaged opportunities earlier, due
The Magic of Thinking Big Ensures Your FIRE Future
In the book, The Magic of Thinking Big, David J. Schwartz describes tools to achieve everything you always wanted: financial security, power and influence, the
IRS Code 72t for Early Withdraw of Traditional Retirement Funds
Those fortunate to have reached a FIRE status have the “burden” of managing many moving parts of their family’s financial life such as funding everyday
Five Critical Items to Achieve FIRE with the Support of a CFP
Many of us spend decades saving for the big day, whether its a big goal, or Financial Independence and/or Retirement. In a lot of ways,
Tax Planning
Tax strategies are an important piece of your FIRE dreams. In order to minimize your Federal Income Tax exposure, it is critical to plan and
A Dollar Saved is a Dollar Earned? Hardly
A Dollar Saved is a Dollar Earned. Or Is it? Have you ever stopped to think about what it takes to put one dollar in
4 Critical Tools to Build and Manage Wealth
In this Blog post we want share the types of resources and tools that we use to manage our finances, to include everyday banking, cash