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Tag: Investing

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How to Become a Millionaire By Age (40-Year Olds)

Are you ahead or behind the curve in your 40s? You’ve likely already been saving for years, but if you…

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How to Become a Millionaire By Age (30-Year Olds)

Investing in your 30s might feel difficult with “life” happening to you. Make wealth automatic and inevitable, don’t let short-term…

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How to Become a Millionaire By Age (20-Year Olds)

How do you get on-track to becoming a millionaire in your 20s? Start by understanding compounding interest, start saving SOMETHING,…

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Expecting Our First Child: Open 529 Plan or Max Out Roth IRAs?

In this highlight, we discuss how to invest with a newborn and the different account options that you have available.

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80% Savings Rate Reasonable When I’m Making a Lot of Money?

In this highlight, we discuss if having a savings rate of 80% of your income is reasonable and how to…

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Challenging the 120-Age Rule: Is it the Best Approach to Investing?

In this highlight, we discuss what we think about bond to stock ratio in retirement and what you should consider…

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Should a Stay at Home Parent Open a Roth IRA?

In this highlight, we discuss what Roth IRA options are out there for stay at home parents. For more of…

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What is the Most Strategic Way to Utilize Your HSA?

In this highlight, we discuss the most strategic ways to reimburse expenses from an HSA in retirement. For more information,…

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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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