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Daniel May, CFP®

Daniel May, CFP®

I am the author of Beyond Basics, which helps you make the most out of every dollar by keeping you informed and up-to-date with current financial news, Financial Mutant money strategies, and optimizing your financial life. Get Beyond Basics delivered straight to your inbox every other Thursday by signing up from any article.

Posts by Daniel May, CFP®

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The Best Tools for Filing Your Taxes in 2025

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I don’t know if there’s anyone out there that looks forward to tax season. The average American certainly doesn’t, and it’s the least favorite time…

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How To Plan Great Vacations on a Budget

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“Vacations on a budget” doesn’t sound like an appealing term. When I think of planning a vacation on a budget, I imagine staying in a…

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Here’s Why Roth Isn’t Always Better Than Pre-Tax

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We’ve been known to refer to Roth accounts as the apex predator of building wealth. They have the incredible ability to grow tax-free and qualified…

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