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In this highlight, we discuss what you should consider when deciding between using a lump-sum or dollar cost averaging to…
Should you live with your parents in order to increase your investing? In this highlight, we discuss what you should…
Health Savings Accounts, or HSAs, are extremely powerful savings and investment vehicles for medical expenses and retirement. They are right…
Is Using a Cash-Out Refinance to Invest a Good Idea? In this highlight, Bo and Brian discuss where this falls…
In this highlight, Bo and Brian explain where your employer stock purchase plan falls into the Financial Order of Operations…
Do you ever wonder if you are truly prepared and ready for retirement? How can you best ensure you will…
In this highlight, Brian and Bo discuss what you should do if you are unable to make after-tax contributions and…
When it comes to the three tax buckets, is there an ideal ratio of Roth, traditional, and after-tax brokerage accounts?…
How should you prioritize investing over your emergency fund? In this highlight, Brian and Bo discuss what you should consider…
This article was originally published in October of 2022. If you’ve been paying attention to financial markets at all this…
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