Coordinating Inherited IRA Withdrawals With Your Own Retirement Accounts.

Google can't solve every financial problem for you.

Some situations require personalized expertise that goes beyond a search engine.

The Mega Backdoor Roth lets high earners contribute an extra $46,500 into tax-free retirement accounts.

Scattered retirement accounts can quietly slow your progress—time to get organized!

Having multiple 401(k)s, IRAs, or brokerage accounts across different firms might seem okay but it often leads to missed opportunities, duplicate holdings, and tax inefficiencies.

The most successful people understand that hiring experts isn't a luxury, it's a strategic advantage.

They delegate to specialists in areas outside their core competency and focus on what they do best.

Should you pay off your mortgage early or invest more for retirement instead?

Conventional wisdom says to eliminate debt as fast as possible, but the right answer depends on your interest rate, time horizon, tax situation, and the long-term growth potential of your retirement accounts.

What should you do after you max out your 401(k)?

After you’ve hit the $23,500 401(k) limit for 2025, the next three levers are: after-tax contributions for a mega backdoor Roth, a taxable brokerage account for flexibility, and (if income is high) a backdoor Roth IRA.

The classic 60/40 portfolio has served investors well for decades, but recent academic studies suggest that a small crypto allocation might actually enhance returns.

The Most Cringe Thing in Finance? 🤦‍♂️

It's maxing out every retirement account while living like you're already retired—driving a 15-year-old car, skipping every vacation because you're "saving for retirement."

Patrick Thompson, AWMA discussing Dividend Income Planning and how it reduces stress in volatile markets.

It's easy to get caught up in the excitement when your investments are soaring—but letting winners run without a clear exit plan can lead to unexpected setbacks.

When the Federal Reserve signals rate cuts are on the horizon, banks often move preemptively—lowering savings rates before the official decision to protect their profit margins. This means high-yield savings account rates may drop even before the Fed acts.

The 3-Account Strategy for Retirement Income

Most parents struggle to teach their kids the difference between wants and needs, but there's a simple way to make it stick.

Getting closer to retirement means it’s time to rethink your rebalancing strategy!

3 Ways to Use Tax Bracket Management for Smoother Retirement Income

IRS Rule 72(t) is often overlooked as a valuable tool for early retirees.