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Category: Financial Planning

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faq

I am Interested in Working with You. Does Abound Wealth Provide One-Time Advice or On-Going Financial Planning?

Abound Wealth wants to be your financial partner through all stages of your financial life. We provide ongoing, holistic financial…

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Any Tips on How to Save Money and Prioritize My Financial Goals?

The earlier you start, the greater the reward in the future! If you put in $1 into a savings account…

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How Should Bonds and Fixed Income Factor into My Portfolio?

Bonds and similar risk-off assets are an important component of a well-diversified portfolio. Diversification can work even when it feels…

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Is It Ok to Use a Credit Card?

Credit cards can be a powerful tool if used correctly, but ONLY if you use them responsibly. Using credit cards…

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How Much Should I Have In My 401(k) Before Slowing Down?

In this highlight, Brian and Bo discuss how much you should have saved in four 401(k) before slowing down, and…

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How To Account For Inflation In Your Retirement Planning

In this highlight, Brian and Bo talk about how to account for retirement planning when saving for your retirement. Check…

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How Often Should You Look at Your Net Worth Statement?

In this highlight, Bo and Brian talk about how often they look at their net worth statement, and how often…

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How Much Equity Should You Roll Over Into Your New Home?

How much equity should you roll over into your new home? In this highlight, Bo and Brian discuss upgrading your…

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What Should a Broke College Student Do with Their Money?

In this highlight, Brian and Bo give advice on how college students should prioritize what they do with their money.…

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60-70% of My Income Comes from a Year-End Bonus! (How Do I Invest?)

Bonuses are amazing, and in this highlight, we discuss how to invest them properly. Want to know what to do…

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