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student loan forgiven
Dec 06 2020
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My 401(k) Added After-Tax Contributions & Roth In-Plan Conversions

By Lucas Casarez, CFP®

Did your employer recently announce a couple of new features? Being able to make after-tax contributions and initiate Roth in-plan conversions is a game changer! I love when these features are added to my clients’…

2020 tax standard deductions and tax credits
Dec 02 2020
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Replacing Foreign Languages With Coding Languages with Joe Previte

By Lucas Casarez, CFP®

Joe Previte is a developer, a teacher, and creator of Vim for VSCode. In his spare time, he enjoys creating videos for egghead, writing articles relating to coding, and participating in an online meditation study group.…

Nov 25 2020
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How Much Should I Have Saved in Retirement?

By Lucas Casarez, CFP®

Have you seen the rough estimates that you should have saved at various ages? These rough targets are useful, but may not be entirely accurate to you and your unique circumstances. I cover the importance…

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