Free Your Inner Financial Prisoner

Growing up, my views on money were nothing different than the conventional wisdom seen today. It was something you made after going to college for an indefinite period of time, and then you probably had enough once you turned 70 and could stop earning it. I could “invest” my money by picking a stock ofContinue reading “Free Your Inner Financial Prisoner”

Our Investment Philosophy

Accelerating your journey to financial freedom occurs in three ways: Earning More Spending Less Investing Efficiently & Effectively Today we will be focusing on the third method: investing efficiently and effectively. As we are not financial advisors, we do not make any specific recommendations regarding how to invest your money. Instead, we will discuss howContinue reading “Our Investment Philosophy”

Roth Conversion & Capital Gains Case Study

Last week we touched on some ways to take advantage of a year in which your income would be lower, specifically by converting funds from a traditional IRA into a Roth IRA as well as selling investments at a gain for the purpose of paying less in taxes. This week we’ll take a deeper diveContinue reading “Roth Conversion & Capital Gains Case Study”