When it comes to planning for retirement, the 401(k) plan is often discussed but frequently misunderstood. Many myths surrounding 401(k)...

Investing can often feel overwhelming, especially for newcomers in the financial world. With so many options available, it's crucial to...

Building wealth for your family is not only a personal aspiration but also a significant responsibility that requires careful planning...

The start of a new year is an ideal time to reflect on your past and set intentions for your future. For many, this means organizing...

My very first investment was in my 401K back in 2006. At this time, I was working a part-time job and I quite remember checking off the...

Have you ever thought about what God says about money? In the book of Matthew 25 in the holy bible, Jesus introduces us to the parable of...

Investing may sound overwhelming, especially when you're looking to grow a $100,000 investment into a $1 million portfolio. But the truth...

Myth #1: You must keep a credit card balance to build your credit. This is perhaps one of the oldest myths. This is, fortunately, false....

I have coached several clients who have hit the million-dollar mark in their portfolio and here are their secrets. With high inflation, a...

Physicians are known to be bad with money! Yes, you heard that right. Most physicians like other high earners and fall into the...

A journey of 1000 miles, begins with one step. I will share below how my wife and I reached our first $100,000 in the stock market. This...

A Roth IRA is a type of retirement account. Contributions to a Roth IRA are made with after-tax dollars, meaning you invest with your...

It is no surprise that a majority of new investors who began investing for the first time during the pandemic have sold all their stocks....

Here are a few of the moves I will be making to save on taxes in 2024. To give you some perspective, I am writing from the lens of a...

Charlie Munger, Warren Buffet's long-time business partner, and legendary investor, once said, "The first $100,000 is difficult, do...

On September 13, 2022, the Consumer Price Index (CPI) was reported as 8.3%. This figure shows that inflation is still high, as expected....

Hello friends, I'm here to tell you that if the stock market crashes, you should still invest in stocks (I will be doing the same). The...

Hi friend, I wanted to share my thoughts on why I think you should prioritize investing over being frugal. To be honest, you can only...

There's a famous saying that goes, "Buy some land, God ain't making any more." This statement is quite true because land is a limited...

Retirement accounts: 401K/403b, Roth IRA, Traditional account, Solo 401k/Sep IRA Health savings account (HSA) Taxable brokerage account...