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Category: Financial Planning

501 results found
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Expecting Our First Child: Open 529 Plan or Max Out Roth IRAs?

Updated: March 17, 2025

In this highlight, we discuss how to invest with a newborn and the different account options that you have available.

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Do I Really Need Life Insurance? (29 Years Old, $100K/Year)

Updated: May 15, 2025

In this highlight, we discuss when it makes sense to start thinking about getting life insurance and which types of…

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The Downsides to the FIRE Movement…

Updated: March 17, 2025

In this highlight, we discuss the down sides of pursuing FIRE and what you need to watch out for. For…

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faq

Do I Need a Will? What is the Best Way to Get One?

Yes, you probably need a will. It’s an essential component of a solid financial plan. Estate planning is an essential…

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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

Updated: March 17, 2025

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?

Updated: March 17, 2025

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?

Updated: June 18, 2025

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

Updated: May 15, 2025

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?

Updated: March 17, 2025

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

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