Jim Wang

What is the correct retirement drawdown strategy?

Retirement finances can be challenging and one of the big puzzles is how you should be drawing down your retirement assets. We explain the tax-optimal order as well as other financial considerations when you've retired from the workforce.

What is a Solo 401k?

A Solo 401(k) is one of the most effective ways to save for retirement as a small business owner. You…

Synchrony Bank Review: High Savings and CD APYs

Synchrony Bank is an online bank offering competitive APYs on savings, CD, and Money Market accounts. But it doesn't offer a checking account, and its retirement account options are limited. Is Synchrony right for you? Find out how it compares in our full Synchrony Bank review.

Our Phone Plan Strategy for Four Kids

With four kids, our family will have to be smart about how we approach our cell phone plans and usage. With so many options, I explain our (tentative) strategy for cell phones for our family of six.

How to Simplify Your Personal Finances

If you're like me, your financial "system" can get a little complex. An extra bank account here, an old 401(k) there, it can become very difficult to manage if you don't take the time to declutter and simplify your finances. Here are a few steps I use to make sure my finances are as easy to understand as possible.

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