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

My Million Dollar Mistakes, Your Free Lessons

Top 5 Mistakes Which Made Me Money Wise Today   There’s Chinese folktale. There is temple on a mountain so high that people believe it reaches the heaven. In the temple, sits the statue of a Buddha, which took 100

5 Tips to Reach Your First 100k

As I’m targeting a net worth of 75k (~125k in assets) by the end of 2016 tax, I thought it’s good to reflect back on how I managed to build up 100k in assets as a PGY3. Old Chinese saying

What Resident Meal Card Taught Me about Retirement

  Don’t spend money just because you have it. I see residents buying $3.50 brownies, $2 surgary, or worst diet drinks from the cafeteria. I would never do that for a multitude of reasons. For one, drinks loaded with sugar

5 Ways Having More Harms Us

Chinese proverb says, “Grandfather dies of hunger, father dies of exhaustion, son dies of decadence.” What pitiful progression of generations.   I’d venture to say that most attending doctors have children who pretty much have everything their heart desire at