Tax-Sheltered Savings Beyond 401k, Roth IRA, & 529-Expert Sessions with Johanna Fox CPA,CPF,RLP

It was a pleasure to have “sat” with Johanna Fox CPA,CPF,RLP this early Saturday morning (via face time, in the comforts of our respective home offices.) As I need more tax-efficient space to save money beyond (my Roth IRA, Roth

Q&A with Dr. Unger M.D. Radiologist-Inventor-Entrepreneur

I’ve had the honor and pleasure to interview Dr. Unger M.D., an outstanding research radiologist-inventor-entrepreneur after destroying the long list of study on ultrasound service. He has a wonderful wife, 4 successful children, 3 companies, and over 113 issued US

PETE Q&A PT 3

Q17. I tried to reapply online but I couldn’t b/c I was already rejected with $0 income input on my previous application.   A17. Definitely call DRB tomorrow and have them manually change your income so that your application will

PETE Q&A PT 2

You can read Meet PETE here. You can read PETE  Q&A PT 1 here.  FYI, with my current 228k fed loan, my daily interest dollars are $33, which makes it $1,000 interest accruing monthly, roughly. [when you graduate, the interest you

MEET PETE

Recently a reader reached out to me for custom advice. I am always glad to help whenever I can, and so although our discussion was tailored for his unique situation, I thought I would share it here to potentially benefit

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