“We have met the enemy and he is us.” – Walt Kelly’s paraphrase of Navy Master Commandant Oliver Perry’s letter to Major General Harrison. This blog will most likely be the one least read and certainly,… Read More
How To Take Advantage of Spousal & Backdoor ROTH IRA Contributions – Finger Financial Five #118
“With the right vibes and the right people, it’s easy to create something magical.” – Dinah Jane Did you know that a non-working spouse can contribute to an IRA? This is called a spousal IRA. The… Read More
5 Tax Planning Tips for January – Finger Financial Five #117
“Before anything else, preparation is the key to success.” – Alexander Graham Bell Tax planning, like a good diet, is a year-round activity. It is not a one-time thing. Here are 5 tax planning tips to… Read More
Principles of Success From Charlie Munger, Finding Inner Calm, & The Science of Well-Being – Finger Financial Five #116
“Take a simple idea and take it seriously.” – Charlie Munger I feel to navigate life there are core principles that increase your odds of success and happiness. Here are some insights from Charlie Munger, Jack… Read More
5 Key Insights To Guide Investors In 2023 – Finger Financial Five #115
“Any new beginning is forged from the shards of the past, not from the abandonment of the past.” – Craig D. Lounsbrough 2022 was a challenging year for investors. Markets fell into bear market territory and experienced… Read More
Secure Act 2.0: Changes for People at or Near Retirement in 2023 – Finger Financial Five #114
“It’s not at all that we have too short of time to live, but that we squander a great deal of it. Life is long enough, and it’s given in sufficient measure to do many… Read More
Principles for Happiness – Finger Financial Five #113
“Happiness is a byproduct of peace. Choose what brings you peace.” – Naval Ravikant Money doesn’t make people happy. Do you know anyone with money who is unhappy? Do you know anyone who has less than… Read More
The Widows Penalty: Tax Differences Between Married Couples and Singles – Finger Financial Five #112
“In the world, nothing is certain except death and taxes.” – Ben Franklin The Widows Penalty: The differences in taxation between filing a joint tax return as a married couple and filing as a widow(er) single… Read More
How Can Health Savings Accounts Be A Powerful Tool For Retirement Planning? – Finger Financial Five #111
“Why take the stairs if you can ride the elevator?” – Jeremy Finger I am always looking for ways to make retirement planning more efficient. To that end, Health Savings Accounts can be a powerful retirement… Read More
Will Your Assets Be Distributed Properly? The Differences Between Per Stirpes & Per Capita – Finger Financial Five #110
“Life and death are one thread, the same line viewed from different sides.” – Lao Tzu Will your assets be distributed to the people you want? Most people have their spouse as the primary beneficiary and… Read More
