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Category: Financial Planning

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Should a Stay at Home Parent Open a Roth IRA?

In this highlight, we discuss what Roth IRA options are out there for stay at home parents. For more of…

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What is the Most Strategic Way to Utilize Your HSA?

In this highlight, we discuss the most strategic ways to reimburse expenses from an HSA in retirement. For more information,…

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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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The Best Way to Use a Health Savings Account!

In this highlight, we discuss how to make sure you are using your health savings account to it’s fullest potential.

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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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Can You Have Too Much Money In Your HSA?

Is it possible to have too much money in your HSA? In this highlight, we discuss what you should consider…

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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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