by Danny Nelson | Sep 26, 2025 | Case Study
This is a hypothetical Tax Return Projection. A married couple with $300,000 of household wages. They have some kids. I changed none of the facts of their income or deductions and did a 2025 Tax Return Projection. What this does is show the difference in the results...
by Danny Nelson | Sep 18, 2025 | Case Study
Let me introduce you to my fictional friend Lester. He's 40 years old. Makes $200k a year. Hasn't been saving for retirement, but is going to start putting 5% of his salary in a 401k with his employer's 4% match. Let's see what...
