Announcing the Release of My New Book
I am thrilled to announce the release of my second book, Innovative Techniques for Maximizing Roth and Health Savings Accounts. The book provides unique insights,
Navigating the Impending Storm of Post-Forbearance Financial Strain
As we approach the end of the federal student loan payment suspension on August 30th, I feel a deep concern for the millions of student
The Benefits of IRA Charitable Gift Annuities: A Mathematical Perspective
The SECURE Act 2.0, passed in late 2022, permits individuals to use their IRA assets to donate a specific sum to a college (or another
The AI Revolution: How Artificial Intelligence May Transform the Financial Advisory Industry
It’s natural for us to believe that our work holds unique value, and that a software application could never truly replace it. The idea of
The Fed Just Increased Interest Rates Again
On March 22, 2023, the Federal Open Market Committee (FOMC) raised the Federal Funds Rate again in an attempt to slow down the economy and
In Retirement, It Starts with Spending, Not Income
When it comes to retirement, the financial planning industry has traditionally focused on how much income one can safely draw annually from retirement savings. I’ve
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