Gays Do it Better – How to Have a Fabulous Gay Financial Planner
Financial Planning can be fun and fabulous. This is why you should look for the best gay financial planner you can find, to help guide you to gay financial freedom.
Mega Backdoor Roth Tax Planning Strategy For The Most Tax Free Income
Looking for ways to get more tax-free income in retirement? You should check out the mega backdoor Roth tax-planning strategy. That is assuming you have already maxed out your Roth IRA and 401(k). Making the maximum mega backdoor Roth contribution …
How to Transfer California Property Tax Base from Old Home to New
One of the biggest advantages of owning a home in California is Proposition 13. This limits how much your property taxes can go up each year. Many long-time homeowners are paying property taxes based on an assessed value that is …
6 Tax Strategies To Slash Your 2025 Income Taxes
The holidays are fast approaching, which means it is time to start doing some year-end tax planning. The Tax Cut and Jobs Act will mean lower tax bills for many Americans. That does not mean you can ignore tax planning. …
Can You Be Too Smart To Be A Great Investor?
Is it possible to be too smart to invest well? A UCLA professor highlights how even a genius can screw up investing for the future.
Stock Options Basics Get the Most From Your Benefits Now
Are you lucky enough to have incentive stock options? Want to know more about this valuable employee benefits? Read this post about stock options.
Will Your Gay Friends Make You Poor?
Are your Gay Friends making you poor? The LGBT community has created a huge group of extremely successful people. On the other hand, being successful, accumulating real wealth and employing financial savvy don’t always go hand in hand. Can you …
The Difference Between Investment Risk and Stock Market Volatility
Investment risk and stock market volatility are not the same thing. You may earn below-average stock market returns when the markets are calm. Or perhaps you make outsized returns when the stock market appears scary times of extreme volatility. Financial …
How to Get Your Adult Children To Move Out – Video Me Time with Frangela
Here is a clip from an early episode of the show Me Time with Frangela airing on Raycom stations across the country. Check your local listing for times and channels. If you have grown children still living at home you …
Rich People ROTH – For Those With Too Much Income
Do you make too much for a ROTH IRA? The Rich People ROTH may be the answer. For love or money . . . and maybe even a tax break, Cash Value life insurance may be the key to financial …
Fiduciary Rule For Financial Advisors Changes Comment and VIDEO
Are you working with a fiduciary financial advisor or just some salesman pretending to give advice? Are you sure? How to get Fiduciary Financial Advice.
Golden Girls Retirement Plan: Part 1
The Golden Girls Retirement Plan. Could this beloved 80’s sitcom hold the solution to the impending retirement crisis facing America’s workforce? Or even provide some much-needed help over a few financial planning hurdles for the LGBTQI community? Living like the …
