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Category: Investing

142 results found
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How to Prioritize Investing versus Making Memories Now

How do you prioritize investing for retirement and making memories and experiences now? It can feel difficult to prioritize all…

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Retirement Savings vs. Student Loans: Which Should You Prioritize?

If you have little or no savings for retirement, does it still make sense to prioritize higher interest student loans…

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The Best Tax Benefits Of Real Estate Investing

Real estate is not only a popular way to invest, but there are also special tax laws created to encourage…

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How to Influence Your Employer’s 401(k) Plan for Optimal Benefits

Not all employer 401(k) plans are created equal. If you are able to influence your employer’s decision, what should you…

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How to Avoid Paying Unnecessary Taxes While Investing

Not all investing vehicles are created equal, and some investments are more tax-efficient than others. Here’s how you can invest…

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How Do I Best Utilize a 10% Company Match and Other Investments?

Some very generous companies offer dollar-for-dollar matches on a high percentage of employee compensation. How should you look at your…

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What Are the Best Accounts and Strategies for New Investors?

If you are new to investing, where should you open an account and contribute to? For someone who made mistakes…

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Why Are Backdoor Roth and Mega Backdoor Roth ‘Loopholes’ Allowed?

If Roth accounts are so good that the government limits who contributes and how much they can contribute, then why…

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The Messy Middle: Balancing 25% Investment Amid Life Changes!

Investing 25% for retirement when you are trying to buy a home, are getting married, or having kids (or all…

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Should You Invest in a Roth 401(k) Even if You Are in a High Tax Bracket?

If you are in a high tax bracket, does it ever make sense to make Roth 401(k) contributions? Or is…

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