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Tag: Investing

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faq

I Make Too Much Money to Contribute to a Roth IRA. Is There Still a Way to Build Roth Assets?

Yes, there are several ways to build Roth assets, even with a high income. It’s true, there are income limitations…

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faq

What’s the Difference Between Active and Passive Funds? How do I Know Which One is For Me?

Passive investing has become increasingly popular in recent years. Do active funds still have a role in your portfolio? First…

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faq

I’m in the Military. What are Some Programs I Can Take Advantage of to Help Me Build Wealth?

There are several unique savings opportunities for military personnel! There are multiple benefits and specific programs that can help military…

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faq

How Should Bonds and Fixed Income Factor into My Portfolio?

Bonds and similar risk-off assets are an important component of a well-diversified portfolio. Diversification can work even when it feels…

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How Much Equity Should You Roll Over Into Your New Home?

How much equity should you roll over into your new home? In this highlight, Bo and Brian discuss upgrading your…

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What Should a Broke College Student Do with Their Money?

In this highlight, Brian and Bo give advice on how college students should prioritize what they do with their money.…

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60-70% of My Income Comes from a Year-End Bonus! (How Do I Invest?)

Bonuses are amazing, and in this highlight, we discuss how to invest them properly. Want to know what to do…

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How To Estimate Future Expenses in Retirement

Estimating your living expenses in retirement is the ultimate variable to determine how much you need to have saved (and…

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The Rule of 55 Explained

In this highlight, we explain what options you have if you choose to retire at the age of 55 and…

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How to Become a Millionaire By Age (50-Year Olds)

By the time you reach your 50s, you might already be a millionaire or are well on your way. Make…

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