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The highlight discusses the financial complexities of maximizing employer benefits, emphasizing the importance of disciplined savings, especially for high-income earners,…
This highlight discusses the importance of being purposeful with your savings in your 30s, recommending a 25% savings rate to…
In this highlight we provide valuable insights into how investing strategies change as you transition from accumulating wealth to living…
Learn how to optimize your investments across different account types, including Roth, taxable, and 401(k) accounts, with tailored strategies for…
We explore the advantages and potential downsides of holding a substantial amount of money in a Roth account. Learn the…
We discuss when to diversify your investments and recognize critical mass in your portfolio. Learn strategies for maximizing your savings…
Jay has a 6 month emergency fund in a high-yield savings account. With interest rates likely to drop this year,…
For most people, your 30s are a time refer to called “The Messy Middle.” Your time is limited and difficult…
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