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Tag: Investing

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How to Avoid Paying Unnecessary Taxes While Investing

Updated: December 5, 2023

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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What Should I Do With A $100,000 Inheritance?

Updated: December 2, 2023

If you are fortunate enough to inherit a large sum of money, what should you do with it? Purchase a…

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What Are the Best Accounts and Strategies for New Investors?

Updated: November 28, 2023

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

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When You Hit Your Retirement Number, Should You Keep Investing?

Updated: November 26, 2023

If you Know Your Number for retirement and reach that goal, does it make sense to continue investing even when…

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

Updated: November 25, 2023

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!

Updated: November 22, 2023

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?

Updated: November 19, 2023

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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Should You Invest More if You Plan to Substantially Increase Your Income?

Updated: November 16, 2023

If you expect your income to increase significantly throughout your career, how should you approach investing for retirement? Is it…

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Is Investing in the Stock Market Really Worth the Risk?

Updated: November 16, 2023

Investing in the stock market is not risk-free. The market does not go up every year, and some years it…

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Why Investing in Education Can Pose a HUGE Risk!

Updated: November 15, 2023

The cost of a college education has increased significantly since 1980, at a much greater rate than inflation. No matter…

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