Skip to site content

Tag: Investing

507 results found
article

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.

View Post

article

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…

View Post

article

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…

View Post

article

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…

View Post

article

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,…

View Post

article

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…

View Post

article

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…

View Post

episode

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…

View Post

article

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…

View Post

article

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…

View Post