Education & Resources
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Breaking Free: Navigating the Levels of Financial Liberation
Over the past few years, I’ve been on a mission to redefine the notion of “retirement” as the period in our lives when we no longer require employment to meet our financial needs. Words like “freedom,” “independence,” “work-optional,” and “flexible” paint a clearer picture of the vision I have for this period in our lives.…
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Investing Strategies for High Earners: Mega Backdoor Roth Strategy Explained
For many investors, the allure of a Roth IRA lies in its promise of tax-free growth during retirement. With a Roth IRA, you contribute after-tax money, and your investments grow without being taxed again. However, income limits can restrict who can contribute to a Roth IRA, and the maximum contribution in 2026 is capped at…
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Navigating the Wealth Spectrum: The Art of Becoming More
I have had the privilege of working with numerous clients and prospective clients who harbor an optimistic outlook for the future and have unique aspirations. Often, these aspirations extend beyond personal gain to include a profound desire to positively impact the people around them. In the pursuit of financial prosperity and personal development, a recurrent…
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Important Milestones for 2026
It can be overwhelming to compare your financial progress with others and be bound by a timeline. But it can also offer you a roadmap for the future and give you something to aspire for. Financial milestones are targets that you aim to achieve by a certain age or stage in your life. For instance,…
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Important Financial Dates for 2026
April 15th may be the most recognizable financial date on the calendar and rightly so. But there are many other important dates that are worthy of our attention. Some dates are deadlines, some are opportune times to save money, and others may just serve as helpful reminders to refocus your attention towards your own financial…
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Beyond Budgets: Unleashing Financial Freedom Through the Art of ‘Spending Plans’
During a conference I attended in 2008, the presenter delivered a powerful message: “Words matter.” This simple yet profound statement has shaped my life in numerous ways. I’ve become meticulous in choosing the right words to express my thoughts and emotions, realizing that language possesses the immense power to influence both people and the world…
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Permission to Jump
November 2022 marked the official launch of our RIA, Eldon Reese Advisory Group, but the idea was sparked 5 years prior. Just to clarify, it didn’t take us 5 years to establish the RIA, it took us 5 years to summon the courage to begin. We had never gone down the path to actually start…