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We’re fee-only, fiduciary financial advisors by day and love sharing planning tricks and tips that we use with our own clients. From following the Financial Order of Operations to utilizing the mega backdoor Roth strategy, our financial planning lessons are suited for both beginners and more advanced Financial Mutants.
The value you get from something isn’t just about its price tag. If you grew up broke, you might have an easier time recognizing that there is much more than money, and the most valuable things in life are free. Want to know what to do with your next dollar? You...
Step 6 of our Financial Order of Operations is to maximize your employer-sponsored retirement plan(s). If you can invest 25% for retirement without ever maximizing your plans, how should you think about saving in the three bucket strategy for...
The road less traveled might be bumpier, but sometimes it’s better to take the hard road! Forging your own path can be empowering. Want to know what to do with your next dollar? You need this free download: the Financial Order of Operations. It’s our nine...
Investing for retirement often isn’t the “sexiest” investment you can make. Young people might get lured in by hot dots like crypto or real estate. How do you put the FOO first? Want to know what to do with your next dollar? You need this free download: the...
Getting out of your comfort zone can be the rocket fuel of success. If you are broke, you can power through difficult situations because you often have no other options. Being broke is the glue of perseverance. Want to know what to do with your next dollar? You...
Assuming you are saving what you should be saving for retirement, when do luxuries like expensive vacations and boats come into the picture? Or do they ever enter the...
