David Rae

All the money in the world won’t bring you happiness if you have no way to enjoy it. Financial Planner shares podcast to have a healthier retirement.

Using a Transfer On Death to add a beneficiary to your investment account can be an easy and cost effective estate planning hack.

Optimizing your tax planning can help business owners reach financial freedom faster. Maximizing your Solo 401(k) benefits can help you pay fewer taxes.

Take these five simple steps to become a Roth IRA millionaire. Given enough time, anyone can become one.

Good news for those looking to maximize their contributions to retirement accounts, IRS has announced higher contribution limits for 401(k) and Cash Balance Plans.

Taxes can be one of the biggest bills facing retirees. Maximizing your tax free retirement income can greatly reduce you odds of running out of money as you age.

Everyone loves to save money on taxes. Not everyone know how to use tax loss harvesting to save money on taxes. We share how to lowere you taxes before year end.

If you are trying to see if you are on track for a secure retirement, you may wonder how much others your age have saved. How much do you need for retirement by age.

A health savings account has various tax benefits to help you save money on medical care. Do you know what qualifies as an HSA eligible expense?

New higher HSA contribution limits have been announced for 2024. Keep reading as we share to tips to get the most benefit from your Health Savings Account.

What are the 2023 Solo 401(k) deadlines you need to know about? What are the Solo 401(k) contribution limits for small business owners?

The new Social Security cost of loving adjustment has been announced for 2024. What is means for your taxes and retirement income.

The reality is that you need to be an investor to become wealthy. How you can start investing better in 2024 and you can start building your net worth.

Most of the time, great investments are relatively dull. We share the four pillars to become a successful investor.

Maximizing your Social Security benefits is impertive. We share 6 tips to get the most money from Social Security in retirement.

What taxes will you owe on your capital gains? With a big year in the stock market in 2023 you could be facing a large tax bill.

Many people worry about running out of money in retirement. Let’s share 15 great tips to help make your money last in retirement, no matter how long you live.

Is there a way to pay medicare premiums with your HSA funds? Is it even worth the hassle to save some money on taxes?

When is the best time to buy stocks? With the stock market reaching new heights is not the best time to begin investing? Keep reading to find out.

Tax planning is a great way to optimize your take-home pay if you run your own business. Here is your guide to the 2023 Entertainment and meal tax deduction.