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Tag: Investing

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faq

Any Advice on How to Teach my Kids About Smart Financial Planning?

It’s never too early to start teaching kids how to make the most of their financial future. As parents, we…

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How do I Create a Tax-Efficient Investment Strategy?

After nailing down your investment goals, knowing the tax treatment of different investment accounts can help optimize your portfolio. First,…

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Should I Contribute to Roth or Traditional/Pre-Tax (i.e. 401k, IRA, etc.)?

Deciding between Roth and pre-tax contributions typically comes down to your current tax rate and how you feel about the…

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I Have a Chunk of Cash to Invest. Should I Invest It as a Lump Sum or Dollar Cost Average?

What if I get an inheritance, sell a business, receive a big bonus, win the lottery, etc.? Investing at least…

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How do I Time the Market?

Time IN the market is better than timING the market. Are you worried about getting into the market at the…

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The Market is Dropping and I’m Freaking Out! Is it Time to Sell Everything?

The best thing to do in most cases of volatility is nothing. Volatility should not affect a great long-term plan!…

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I Am in My Early 20s and Starting to Dip My Toe in the Investment World. What Should I Do?

First, save early and often, and follow the FOO! Second, passive investing is often the best investing. What is the…

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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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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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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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