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Boldin Review: Is This the Best Retirement Planning Tool?
Wondering if Boldin is the right tool to help you plan for retirement? This Boldin Review will break down everything you need to know. Financial plan…
Empower Review: Is This the Best Free Financial Planning Tool?
Wondering if Empower is the right tool to help you track your net worth, budget, and investments? This Empower Review will break down everything you …
How To Use A 529 Plan For Estate Planning
Wondering if it would be beneficial to use a 529 plan for estate planning? We explain when that strategy could make sense and how to do it. The post …
Planning to Retire? Exit Strategies for Physician Private Practice
If you're thinking about retiring from your private practice, here are a few things to think about before you get ready to sell. The post Planning to…
Trump Tariff Planning, Networking Magic, & Buffett’s Big Bet 💪
Good morning, HTM family! Quote of the week… “Today, or never. That’s my motto.”~ Mary Poppins You know that project you’ve been putting off?… It’s t…
Amazon Addicts, Mindset Shifting, & Your 2025 Blueprint 📝
Good morning, HTM Family! For all of you without a new years resolution, I invite you to join me in a simple goal for 2025: Replacing “have to&…
5 Year-End Financial Planning Tips
If you're not careful, the holiday season will fly by (in a sleigh?) before you can do these 5 intelligent things in your financial plan.
The Problem With Cash for Retirement Planning—And How Real Estate Solves It
the traditional retirement model just doesn’t work well. To put it bluntly, the math sucks. I can do better—and so can you.
ProjectionLab – Beautiful and Powerful Financial-Planning Software for FIRE
ProjectionLab is a powerful and beautifully-designed financial-planning application made specifically for FIRE people! Read more → The post Pro…