Financial wisdom for your peak earning years. Tax optimization, retirement acceleration, college planning, and protecting your wealth.
← Back to 40s HubHow to strategically realize losses to offset gains and reduce your tax bill without disrupting your investment strategy.
How high earners can contribute far beyond normal limits using this advanced but legal strategy.
A comprehensive guide to choosing the right 529 plan and maximizing tax advantages for your state.
Why term insurance wins for most people, and the rare cases where permanent insurance makes sense.
Why the Health Savings Account is the most powerful retirement account most people ignore.
Which investments belong in which accounts to minimize your lifetime tax burden.
Understanding the extra contribution limits and how to maximize them as you approach 50.
Why $1-2 million in umbrella coverage costs less than you think and protects more than you realize.
Understanding the FAFSA formula and legal strategies to maximize financial aid eligibility.
The case for global investing and finding the right balance between US and international stocks.