Everything by Maurie.

Personal Finance

I just inherited $57.5 million – what should I do first?

Mar 23, 2025 Personal Finance

We’ve got $2 million in pre-tax retirement funds already – do I need a Solo 401(k) that allows after-tax mega backdoor conversions?

Mar 23, 2025 Personal Finance

I’m using a $500K inheritance for retirement and travel instead of paying off my kids’ student loans – am I being selfish?

Mar 23, 2025 Personal Finance

My Social Security estimate shows $4k at full retirement age – does that assume I keep working or is it based on past contributions alone?

Mar 22, 2025 Personal Finance

I’m in my early-30s with a $2 million net worth – how do other high-earning employees fit fun into the budget?

Mar 22, 2025 Personal Finance

Ready to Retire Early? Ask Yourself This Before Taking Social Security Benefits

Mar 22, 2025 Personal Finance

I’m 53 with $3.7 million in a single stock gain – should I sell now and face an $800k tax bill or spread out the sales?

Mar 22, 2025 Investing

You Should Have A Plan In Case Social Security Is Cut: Here’s Mine

Mar 21, 2025 Personal Finance

Only 48% of Americans Understand that Large Tax Refunds Aren’t Free Money

Mar 21, 2025 Investing

Trump’s Recent Move Could Be Bad News For Social Security

Mar 21, 2025 Personal Finance

They died without a will – are these two nephews going to end up with 10% of the estate?

Mar 21, 2025 Personal Finance

I spent $185k this year because of family adventures – with college costs looming, am I trapped in a never-ending grind?

Mar 21, 2025 Personal Finance

I’ve converted 46% of my nest egg to Roth – am I overshooting my target with more conversions?

Mar 21, 2025 Personal Finance

I’m 39, debt-free with over $3 million invested, and retiring today – are my numbers too tight for comfort?

Mar 21, 2025 Personal Finance

Is Working While on Social Security a Bad Idea? Here’s the Scoop

Mar 20, 2025 Personal Finance

We’re in our late-30s with $3 million in liquid assets – can my spouse’s $550k salary alone support our family if I retire?

Mar 20, 2025 Personal Finance

I’m halfway to my $5 million target and burning out – do I chase a better job or risk losing momentum on retirement?

Mar 20, 2025 Personal Finance

I’m on track for a multi-million 401(k) – is there a ‘too big’ balance that forces me into higher taxes later?

Mar 20, 2025 Personal Finance

We’re in our late-20s with $1.1 million already saved – how do we stop obsessing over our $6 million retirement goal?

Mar 19, 2025 Personal Finance

We’re eyeing a $6 million nest egg – is it realistic to pull $200k per year and keep our taxes near zero?

Mar 19, 2025