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Less Tax — More Wealth

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LATEST BLOG POSTS

Miss the newest posts?  Here are the last six!

Maximizing Retirement Investments with Multiple Plans

Every so often I say something that starts a firestorm or causes my inbox to overflow. Since the laws of nature state I am one human being and have a limited amount of time to read and answer emails, most emails go unanswered unless from a current client. It may have been something I said…

New Tax Law Changes Dangerous to Your Wealth

On a recent ChooseFI podcast where I was the guest speaker I mentioned the possibility the backdoor Roth and her sister tax strategy, the laddered Roth, could be going away. Many people heard me say it WAS going away. That is false. It is only a proposal at this time. Because so many potential tax…

Embrace Failure

Show me a successful person and I’ll show you someone with deep seated pain. Pain is a powerful motivator. Few can reach lofty heights and keep pushing without underlying pain driving them forward. Steve Jobs said you have to be “. . . insane to do this. . . ” when he discussed why he…

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