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Tag: financial planning

513 results found
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How Much Should I Invest If I Have a Pension?

Updated: June 18, 2025

In this highlight, Brian and Bo discuss how much you should be investing when you have a Pension. Check out…

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Should You Adjust Your Savings Rate for Roth Investments?

Updated: March 17, 2025

In this highlight, Bo and Brian talk about adjusting your savings rate for your Roth Investments. Want to know what…

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When Is a Low Interest Rate Worth It for Buying a New Car?

Updated: March 17, 2025

In this highlight, Brian and Bo talk about when a low interest rate is worth it for buying a new…

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The Pros and Cons of Using a Roth IRA as a Bridge Account

Updated: June 18, 2025

In this highlight, Brian and Bo talk about the pros and cons of using a Roth IRA as a bridge…

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529 vs. Index Funds: Which Option Is Best for Your Kids?

Updated: June 18, 2025

In this highlight, Bo and Brian discuss weather a 529 or index funds is better for saving money for your…

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How do I Start Working With Abound Wealth?

Have you reached the abundance stage, and are looking for someone to help guide you in maximizing your potential? You’ve…

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How do I Create a Tax-Efficient Investment Strategy?

After nailing down your investment goals, knowing the tax treatment of different investment accounts can help optimize your portfolio. First,…

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How Do I Calculate Income Tax?

Here’s what to consider when calculating income tax. The amount of income tax you owe depends on your income, where…

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What is the Financial Order of Operations (FOO)?

The Financial Order of Operations (FOO) is The Money Guy foundation for financial success! It’s an instruction manual for your…

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What is The Best Place to Invest Money For My Child’s Future?

The best place to save depends on the goals you have for your savings. Before making any decisions about your…

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