Skip to site content

Category: Investing

200 results found
article

Is a Backdoor Roth Important for Everyone?

If you are over the income limit to contribute to a Roth IRA and have access to an employer-sponsored 401(k)…

View Post

article

Invest 15% vs. 25%: Which Investment Rate Should You Choose?

How does the Money Guy rule to invest 20% to 25% of your gross income stack up to other financial…

View Post

article

Should You Allocate All Your Retirement Funds to the S&P 500?

Many younger investors advocate for an all-equity allocation at younger ages. Is this a wise idea or is there value…

View Post

episode

Can This Annuity DESTROY Your Retirement?

You may have heard of life insurance or annuity products that track the market – maybe you even have a…

View Post

article

Can This Annuity DESTROY Your Retirement?

You may have heard of life insurance or annuity products that track the market – maybe you even have a…

View Post

article

I’m Investing 25%, But I’m Still Not Maxing Out My Investments!

Step 6 of our Financial Order of Operations is to maximize your employer-sponsored retirement plan(s). If you can invest 25%…

View Post

episode

The IRS Just Changed the Rules About 401(k)s (What You Need to Know)

The IRS just announced they are delaying a change to 401(k) contributions to 2026. Here’s what changes are going into…

View Post

article

Why Invest in Taxable Accounts When There Are Ways to Access Funds Before Age 59?

Even for those retiring early, there are ways to access tax-advantaged accounts early. If you can do this, is there…

View Post

article

Can You Become a Millionaire in 10 Years Using Index Funds?

To build wealth in index funds, you need discipline, money, and time. It is easy to become a millionaire using…

View Post

article

What Rate of Return Should I Expect? (Is 8% Too Aggressive?)

The stock market hasn’t been around forever, and there’s no guarantee that average returns will remain the same in the…

View Post