Author: Yezmin Thomas

The Ultimate Checklist for End-of-Year Financial Planning: 10 Tips to Align Your Money & Goals

It is hard to believe we are already approaching the end of another year. With holiday gatherings to plan and shopping sprees we can't miss, financial planning might not be at the top of our minds this season. Read more…

Financial New Year's Resolutions You Shouldn't Wait to Tackle

We have all been there: waiting with optimism for the beginning of a new year so this time around we can make real, impactful changes in our finances and lives. But before we know it, the “new year” is now “last year,” and we haven’t made much progress towards major milestones in our financial Read more…

The Mega Backdoor Roth Strategy: Is It Right for You & How to Do It

Admittedly, the “mega backdoor Roth” is a mouthful of a term. Not to be confused with the backdoor Read more…

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