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Tag: Investing

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Can You Rollover a Roth 401(k) to a Roth IRA?

In this highlight, we discuss if it you can rollover a Roth 401(k) to a Roth IRA and if that…

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Can You Have Too Much Money In Your HSA?

Is it possible to have too much money in your HSA? In this highlight, we discuss what you should consider…

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New Data Shows Americans Are HORRIBLE at Investing (1% Returns?!)

New data just released by Fidelity shows that Americans have been HORRIBLE at investing in their 401(k). What have they…

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New Data Shows Americans Are HORRIBLE at Investing (1% Returns?!)

New data just released by Fidelity shows that Americans have been HORRIBLE at investing in their 401(k). What have they…

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The 4% Rule: Is It Still A Safe Withdrawal Rate For Retirement?

In this highlight, we discuss if the 4% rule is still a safe withdrawal rate for retirement and why it…

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Should You Include Side Income in the 25% Investment Rate?

In this highlight, we discuss how you should plan to include your side income into your 25% investment rate. Want…

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Is Staying at a Job with a 3-Year Vesting Period Worth It?

In this highlight, we discuss if staying at a job with a 3-year vesting period is worth it.

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When Should You Pay Off Your Mortgage Early?

We’ve long been proponents of thinking twice before paying your mortgage off early. With long-term mortgage rates at 3% or…

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At What Level of Wealth Should You Hire a Financial Advisor?

With so much access to free financial information, it can be hard to know when you might need a financial…

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Why Americans Don’t Save Enough for Retirement

Americans aren’t very good at saving money. During the pandemic, when we were stuck at home and received stimulus checks,…

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