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Thoughts on financial planning, wealth building, tax strategy, and leveraging technology for better outcomes.
Tax
The worst backdoor Roth IRA mistakes: how to stop failing
The backdoor Roth is a fantastic way to build tax free wealth. Doing it poorly will cost you thousands in unnecessary taxes.
March 29, 2026
Tax
Taxes 101 for W-2 Employees: A Beginner's Guide to Filing and Maximizing Refunds
Navigating the tax code doesn't have to be overwhelming for W-2 employees looking to optimize their annual filings. This beginner's guide provides clear steps to maximize your deductions and credits, ensuring you keep more of your hard-earned paycheck.
April 3, 2025