Total potential contribution: $70,000 (or $77,500 if age 50+). Sounds simple? It’s not. If you’re self-employed, a Solo 401(k) is
Solo 401(k) Contributions: How Much Can You Really Put Away? Read Post »
Changing jobs is exciting, but your benefits transition—health insurance, HSA, 401(k), ESPP, FSA, and other perks—can have lasting financial impacts.
How to Manage Your Benefits When Changing Jobs: A Smart Guide for 2025 Read Post »
Portfolio Summary: Total Value (including cash): 100% of sleeve Total Gain/Loss: +2.0% Cash Available: ~60% of sleeve Realized Loss (from
Moonshot Portfolio Update — July 25, 2025 Read Post »
Why Flying Under the Radar Is the New Luxury Let’s be honest: being ultra-wealthy comes with a lot of baggage.
How to Avoid Being in the Top 1% (and Why You Might Want To) Read Post »
Reflection Earlier this month, I opened my mail and found a $75 bill from my mom’s doctor’s office for an
Updated: July 26, 2025 Sometimes the smallest signals bring the biggest encouragement. I quietly published my first Kindle book —
One Quiet Sale, One Renewed Motivation Read Post »
Ever wondered if those big bank bonus offers are really as easy as they sound? Or maybe you’ve tried one,
How I Firmly Navigated the U.S. Bank Bonus Offer — And How You Can, Too Read Post »
Portfolio Summary: Total Value: 100% (allocation only) Cash Position: ~56.4% of portfolio Portfolio Spread: Holdings in six companies, including new
Moonshot Portfolio Weekly Update July 18, 2025 Read Post »
The Hidden Loopholes in Popular Investing Advice If you’ve spent any time watching investing videos or reading articles, you’ve probably
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Smart home tech can be a hidden source of ongoing costs, but making the right choices—even with something as simple
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