Tag: Retirement

2025 Housing Price Forecasts: Continued Strong Gains

Now that I’ve shared the 2025 S&P 500 target price forecast, let’s

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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

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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.

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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.

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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

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A Net Worth Equal To 25X Expenses Is Not Enough To Retire Early

Being financially independent means having enough passive income to cover your essential

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The 4% Rule: Clearing Up Misconceptions With Its Creator Bill Bengen

I had the pleasure of speaking with Bill Bengen, creator of the

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The Power Of Losing: How Setbacks Can Lead To Success

One reason many people shy away from competition is that they dislike

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2025 401(k) Contribution Limits: Bigger Savings, Better Retirement

The 401(k) contribution limit for employees in 2025 has increased to $23,500,

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Four Years Later, You

Every time a political candidate asks if you’re better off than four

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