Jake Skelhorn

Financial Planning

Understanding the Social Security "Tax Torpedo"

How Much Do You Need to Retire? Why Fidelity's Advice May Not Work for Everyone

3 Things You Should Be Doing In Your 50s To Prepare for Retirement

Can I Retire at 62 with $1 Million in My 401(k)? A Comprehensive Case Study on Retirement Planning, Taxes, and Investment Strategies

Financial Planning

Backdoor Roth IRA: 2 Key Mistakes High-Income Earners Must Avoid

What Does a Trump Presidency Mean for Roth Conversions?

February 4, 2024

Money Matters: Financial Must-Do’s for Gay Men and Couples

Christopher Johns

February 11, 2024

I'm self-employed. Can I use a 401(k) plan?

Christopher Johns

February 11, 2024

Traditional IRA vs. Roth IRA: How they compare

February 13, 2024

Leaving Your Employer? Here’s what you can do with your 401(k)

Financial Planning

Christopher Johns

February 13, 2024

How a Fee-Only Advisor Can Guide You to Success

February 13, 2024

Are Gay Couples Wealthier than Straight Couples?

February 13, 2024

Conversions, Backdoors, Mega Backdoors: Roth buzzwords explained.

Financial Planning

February 23, 2024

Net Unrealized Appreciation: The Nuances of NUA

Financial Planning

You overcontributed to a Roth IRA. Here’s what to do next.

Financial Planning

Christopher Johns

The March 15th FSA Deadline: Maximizing Your Healthcare Spending

Leveraging the tax code: How to pay 0% capital gains tax

3 Common Tax Mistakes Retirees Make: Real Client Examples

Financial Planning for Couples with an Age Gap: A Personal Guide

TCJA Sunset: Key Considerations for 2024 and Beyond

Financial Planning

Christopher Johns

Mastering the Benefits of an HSA: Maximizing Tax Advantages

Maximizing Your Equity Comp: The Tax Implications of RSUs

Navigating the Maze: A Comprehensive Guide to Taxes in Retirement

Christopher Johns

Thinking Ahead: Backdoor Roth Withdrawal Rules

Financial Planning

Estate Planning: Key Terms & Issues to Consider

The Importance of Financial Planning for the Gay Community

Where Should You Pull Funds From First in Retirement? [Case Study]

Financial Planning

9 Questions to Ask a Financial Advisor (Before Hiring Them)

Financial Planning

Three Signs You Might Be Ready to Stop Contributing to Your Retirement Accounts

When a Roth Conversion Doesn't Make Sense: 5 Key Situations to Consider

Christopher Johns

The 3 Best Investment Accounts for Kids

Christopher Johns

Should You Keep Your Rental Property in Retirement?

Financial Planning

Christopher Johns

The Two Key Accounts to Build for Early Retirement

Understanding and Maximizing Your Social Security Benefits

How to Pay Yourself Over $100,000 in Retirement Without Paying a Dime in Income Taxes

Key Areas Retirees Should Review on Their Tax Returns

Financial Planning

Is $1million Enough to Retire at 60? - Case Study

Christopher Johns

7 Reasons to Claim Social Security at 62

Average 401(k) Balances by Age (2024 Data from Empower)

How to Invest Retirement Savings You Don’t Need for Income

Financial Planning

7 "What If" Scenarios You MUST Plan for in Retirement

Revisiting the 4% Rule: How To Spend More In Retirement

Financial Planning

Case Study: "I'm 51 with $800K Invested. When Can I Retire? "

10 Financial To-Do's Within 10 Years of Retirement

Retiring Early With The Rule of 55: Avoid This Common Surprise

August 26, 2024

Sequence of Returns Risk: Understanding and Minimizing A Big Retirement Risk

Financial Planning

August 28, 2024

Retirement Planning Blunders: 5 Common Mistakes DIYers Make

August 28, 2024

I've Saved $2million for Retirement. How Much Can I Safely Spend?

Financial Planning

September 6, 2024

How to Contribute Up to $84,500 to a Roth Account in 2024: A Step-by-Step Guide

Financial Planning

September 11, 2024

How Much Do You ACTUALLY Need to Retire Comfortably? Exploring The $1.46 Million Question

September 11, 2024

The 401(k) Rollover Mistake Costing Amercans Billions Each Year (Vanguard)

September 11, 2024

Is a Roth Conversion Right for You? Exploring Options For A 100% Pre-Tax Nest Egg (Case Study)

September 18, 2024

What To Do With Your High-Yield Savings When The Fed Cuts Interest Rates

September 23, 2024

5 Reasons You Should Retire As Early As Possible

Christopher Johns

September 23, 2024

Why Gay Men in the Tech Industry Need a Gay Financial Planner

September 25, 2024

4 Reasons the 4% Rule is Flawed – And a Better Alternative for Your Retirement Plan

September 30, 2024

5 Common Retirement Fears and How to Overcome Them

October 7, 2024

The Downsides to Roth Conversions Nobody Is Talking About

Financial Planning

October 9, 2024

I'm 59 years old with $900K. Can I Afford to Retire NOW? (Single Client Case Study)

October 11, 2024

5 Changes to 401(k) Plans and IRAs in 2025: What You Need to Know

October 18, 2024

Should You Delay Social Security? 5 Key Questions to Ask Before Making a Decision

Financial Planning

October 23, 2024

7 Steps To Understanding Your Inherited IRA Under the SECURE 2.0 Act

November 4, 2024

The Future of Social Security: What You Need to Know for Retirement Planning

November 4, 2024

The Risks of “Living on Dividends” in Retirement: Why This Popular Strategy May Not Be Right for You

November 18, 2024

6 Little-Known Facts About 401(k) Plans to Enhance Your Retirement Planning

Financial Planning

November 18, 2024

How to Prepare for the 3 Biggest Expenses in Retirement

Financial Planning

November 18, 2024

5 Questions to Ask Your Financial Advisor Before the End of the Year