Imagine biting into a fried OREO® cookie - that crispy, sugary exterior giving way to the creamy center. Now, picture a tax strategy that's just as deliciously layered. Welcome to the world of...

Discover the benefits of Health Savings Accounts (HSAs) and how you can use them to reduce your taxes paid.

The SECURE Act 2.0 was passed in December of 2022 and contains roughly 100 changes to retirement provisions affecting RMDs, retirement plans, and education savings accounts. The changes in 2.0 are...

Let’s walk through the fundamentals of a financial plan for a new dentist

Let’s face it. Saving money is HARD. I talk about the emotional journey and mathematics behind saving for your goals.