More Than Money
I write about what I’m learning, what I’m seeing in my clients’ lives, and the things I wish more people were talking about when it comes to money.
Topics
The Ultimate Guide to Backdoor Roth IRAs
Learn how high-income earners can use a Backdoor Roth IRA to build tax-free wealth, avoid common pitfalls, and navigate conversion rules — all explained through Lighthouse Planning’s holistic “more than money” lens.
Avoid These 8 Financial Traps as a Business Owner
Eight common financial traps business owners face — and how to avoid them with clarity, discipline, and a plan that supports the life you actually want.
What “OBBBA” Means for Your Taxes
The new “One Big Beautiful Bill Act” brings major tax changes for high earners, families, and business owners. Here’s what it means for your plan — and what to do next.
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