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Category: Financial Planning

692 results found
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

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

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How to Achieve FIRE with a $400,000 Income!

In this highlight, we discuss how to achieve FIRE on a $400,000 income and what steps you need to take…

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How to Achieve FIRE with a $200,000 Income!

In this highlight, we discuss how to achieve FIRE on a $200,000 income and what steps you need to take…

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How to Achieve FIRE with a $100,000 Income!

In this highlight, we discuss how to achieve FIRE on a $100,000 income and what steps you need to take…

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How to Achieve FIRE with a $50,000 Income!

In this highlight, we discuss how to achieve FIRE on a $50,000 income and what steps you need to take…

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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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