Skip to site content

Category: Investing

211 results found
article

Should I Participate in My Company’s Employee Stock Purchase Plan (ESPP)?

Updated: June 18, 2025

Some employers offer employee stock purchase plans which give employees a discount on company stock. Are these worth taking advantage…

View Article

article

Is a Backdoor Roth Important for Everyone?

Updated: June 18, 2025

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

View Article

article

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

Updated: June 18, 2025

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

View Article

article

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

Updated: June 18, 2025

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

View Article

episode

Can This Annuity DESTROY Your Retirement?

Updated: May 15, 2025

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

View Episode

article

Can This Annuity DESTROY Your Retirement?

Updated: June 18, 2025

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

View Article

article

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

Updated: June 18, 2025

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

View Article

episode

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

Updated: April 1, 2025

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

View Episode

article

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

Updated: June 18, 2025

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

View Article

article

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

Updated: June 18, 2025

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

View Article