MANUKA MUSINGS

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All Blog Posts Early Retirement Financial Planning General Health Insurance Insurance Investments Tax Planning

Your Early Retirement Checklist

August 16, 2021

The path to early retirement can be simple: spend considerably less than you earn, invest wisely and let the magic of compounding do the hard work for you. But what happens once you reach your own financial independence (FI) goal? Over the past 13 years, I’ve...

Financial Planning Using Your Tax Return

August 4, 2021

It’s no secret that taxes can play a large role in your ability to retire early and stay financially independent. But are you fully utilizing the available deductions, credits, and other tax planning strategies available to you? Here are some financial planning...

Q2 2021 Market Review

July 7, 2021

Stock and bond markets were up in the second quarter. See how each asset class performed, including a discussion on inflation from Nobel laureate Eugene Fama, below: Read More... Looking for a trusted partner to help you accomplish your financial goals? Reach...

Solo Business Owners: How to qualify for health insurance tax credits while making over $400k per year

June 15, 2021

With the recent passage of the American Rescue Plan in March, many more Americans are now eligible for health insurance premium tax credit assistance, a tax credit that reduces your health insurance costs. Prior to the recent changes passed in March 2021, there was a...

What is Manuka? (mah-noo-kah)

May 28, 2021

Prior to having children, my wife, Kacie, and I loved to travel internationally. The last trip we took before our daughter was born was to Australia and New Zealand to visit my aunt and uncle. Manuka is the Maori name for a common tree in New Zealand which..

A Letter of Gratitude

May 10, 2021

Today is a special day. Manuka Financial, a firm created to balance my passion for helping others with my passion for family, is officially open for business. As I begin one of the most challenging endeavors of my career, I wanted to first pause and say...

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