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Category: Financial Planning

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faq

How Much do I Need to Have Saved for Emergencies and Where Should I Keep it?

The general recommendation is 3-6 months of living expenses kept in a high-interest savings account, but it may be different…

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The Blind Spots of FIRE

In this highlight, we discuss blind spots that you should watch out for when pursuing FIRE. For more information, check…

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Can You Rollover a Roth 401(k) to a Roth IRA?

In this highlight, we discuss if it you can rollover a Roth 401(k) to a Roth IRA and if that…

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How Much Cash Should You Have on Hand?

How much cash should you keep for emergencies? In this highlight, we discuss what factors to consider when deciding on…

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The Truth About Permanent Life Insurance

In this highlight, we discuss some things you may not know about permanent life insurance. For more information, check out…

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Can I Invest Less Than 25% If I Have Rental Properties?

If you have rental properties, can that change how much you invest monthly? In this highlight, we discuss how you…

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The 4% Rule: Is It Still A Safe Withdrawal Rate For Retirement?

In this highlight, we discuss if the 4% rule is still a safe withdrawal rate for retirement and why it…

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Should You Speed Up Mortgage Payments with a 7% Interest Rate?

How do you know when you should consider paying your mortgage off faster? In this highlight, we discuss if it…

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Should You Include Side Income in the 25% Investment Rate?

In this highlight, we discuss how you should plan to include your side income into your 25% investment rate. Want…

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What is the Financial Order or Operations DURING Retirement?

In this highlight, we discuss if the Financial Order of Operations changes during retirement and how you should approach it.…

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