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Alex Okugawa, CFP®

@AlexOkugawa

San Diego CFP®, CKA® and CEPA Financial Advisor. I help families prosper. Tweets ≠ Advice. Money strategies: https://t.co/dagu7Pj1OL

Joined January 2012
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High income earner? Easily max out your 401(k)? The annual 401(k) contribution limits are often too low for high income earners. Keep reading to understand how you can utilize a little-known strategy, often dubbed a Mega Backdoor Roth. onedegreeadvisors.com/2021/03/mega-b…


Moms after serving thanksgiving dinner

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Alex Okugawa, CFP® Reposted

Can you retire early at age 45 with $2 million? Is that enough? In this video I break down a couples financial plan to show you how a few small (but important) tweaks can make early retirement successful. youtu.be/Rihhp5tsWdc

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Alex Okugawa, CFP® Reposted

Gold as a Safe-Haven Asset-- I’ve received calls from clients inquiring about moving assets to gold. When I asked them why, three reasons dominated... by @larryswedroe alphaarchitect.com/?p=86064


Emergency 100bps hike needed 😂

Reasonable

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California does not provide a deduction for HSA contributions AND taxes interest and capital gains. Just another reason CA taxes are outrageous.


Even George Bluth knew not to keep everything in the bank


Wait until she finds out about the $1.50 hotdog-soda combo

She seems fun at parties 😒



Alex Okugawa, CFP® Reposted

If you are an advisor out there that specializes in equity comp. Message me 📩


Alex Okugawa, CFP® Reposted

“Alpha Architect? Love your research! Followed your firm for years.” “Wow! Thanks!” “What do you do though?” This is a conversation I’ve had many times. We launched a new website to help solve this problem: How does Alpha Architect work with financial advisors?


Alex Okugawa, CFP® Reposted

What does it look like to work with my team? Throughout the year we proactively help you: - Maximize your employee benefits - Review your insurance coverage - Reduce your lifetime tax bill - Optimize cash flow - Review your estate plan - Maximize your investment strategy

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Alex Okugawa, CFP® Reposted

If at the end of my life, I have a great relationship with my wife and kids, I could fail at almost everything else and feel ok about it.


Alex Okugawa, CFP® Reposted

Onboard view from Falcon 9’s flight to space and back during smallsat rideshare mission


In 1980 you mailed a 2x4 to the Fed In 2022 you write an open letter

How high do mortgage rates need to reach before builders mail two-by-fours to the Fed?

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You also get a very rare NFT with your Treasury Direct purchase!

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On May 29, 2022 Treasury Direct's quarterly website traffic surpassed Ethereum's. Now it is 1.8x larger. Very exciting project. Congratulations to the team

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Creatures are not born with desires unless satisfaction for those desires exists. If I find in myself a desire which no experience in this world can satisfy, the most probable explanation is that I was made for another world.

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Alex Okugawa, CFP® Reposted

MORE - PayPal now appears to be backing down after many users posted on social media that they will be closing their accounts.


For you created my inmost being; you knit me together in my mother’s womb.

These images from researchers show that babies in the womb can possibly react to flavor.



IRS agents when they discover a small business owner didn’t report a $900 job


Alex Okugawa, CFP® Reposted

Pelosi being asked if her husband ever insider traded today was literally the same thing as this classic Chappelle sketch... 😂😂😂


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