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Category: Financial Planning

691 results found
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How to Become a Millionaire By Age (30-Year Olds)

Investing in your 30s might feel difficult with “life” happening to you. Make wealth automatic and inevitable, don’t let short-term…

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How to Become a Millionaire By Age (20-Year Olds)

How do you get on-track to becoming a millionaire in your 20s? Start by understanding compounding interest, start saving SOMETHING,…

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

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)

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

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Can I Spend 28% of My Income on Housing?

In this highlight, we discuss if it is a good idea to spend 28% of your gross income on housing…

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80% Savings Rate Reasonable When I’m Making a Lot of Money?

In this highlight, we discuss if having a savings rate of 80% of your income is reasonable and how to…

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Challenging the 120-Age Rule: Is it the Best Approach to Investing?

In this highlight, we discuss what we think about bond to stock ratio in retirement and what you should consider…

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How To Buy a Car the Right Way

Some financial influencers believe that everyone should pay for their car in cash. The value of a car drops like…

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The Downsides to the FIRE Movement…

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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