The Retirement Miracle
Main Idea / Thesis Patrick Kelly’s The Retirement Miracle argues that most Americans are saving for retirement in the wrong… Read More »The Retirement Miracle
Retirement Planning
The Power of Zero – Summary, Key Learnings, and Action Steps
Main Idea / Thesis David McKnight’s The Power of Zero argues that the current U.S. tax system is unstable, and… Read More »The Power of Zero – Summary, Key Learnings, and Action Steps
Pocketing Your Gains: Let’s Talk Tax-Free Growth (Because Who Doesn’t Want That?)
Building wealth over time doesn’t just depend on how much you save—it also depends on how your savings grow. Let’s explore how tax-free growth works and some of the best ways to take advantage of it.
The Math to a Million: The Bonus for Starting Early and Saving Smart
We’ve broken down how much you need to save monthly to reach $1,000,000 by age 65 at different interest rates. Whether you’re just starting out or playing catch-up, these numbers will show you why time is your greatest financial asset.
Million Dollar Baby: Give Your Child the Ultimate Head Start
Every parent dreams of giving their child the best possible start in life. But what if you could go beyond… Read More »Million Dollar Baby: Give Your Child the Ultimate Head Start