Investing & Taxes

In 2021, Vanguard—the second-largest investment firm in the world, trailing only behind BlackRock—saw inflows of roughly $1B per day. Overall, they’ve got $7.5 trillion under management. That’s a fancy way of saying that a shit ton of people stick their money in Vanguard.  When we see major firms like this, it’s easy to forget that […]

Hint: You may not need that Backdoor Roth IRA after all. Blasphemous, I know—and while I’m sure this article will apply to a pretty niche segment of my audience, I had an important realization the other day that I feel I must share: Most full-timers with side hustles (hello, millennials) aren’t taking advantage of the […]

Also known as: The millennial pipe dream.  I literally walked to a local coffee shop so I could drink a $7 lavender latte in order to write this post in the correct mindset (which is, I am a millennial with free will, hear me roar). “My take, however, is that you shouldn’t leave a full-time […]

Let me preface this post by saying that if you have access to a CPA and you’re feeling a little unsure about doing your taxes yourself (or, more realistically, you just don’t want to), it’s probably wise to pony up a few hundred bucks and pay your CPA to do them for you.  That said: […]