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Tag: Investing

512 results found
article

Can You Rollover a Roth 401(k) to a Roth IRA?

Updated: March 17, 2025

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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article

Can You Have Too Much Money In Your HSA?

Updated: June 18, 2025

Is it possible to have too much money in your HSA? In this highlight, we discuss what you should consider…

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episode

New Data Shows Americans Are HORRIBLE at Investing (1% Returns?!)

Updated: April 1, 2025

New data just released by Fidelity shows that Americans have been HORRIBLE at investing in their 401(k). What have they…

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article

New Data Shows Americans Are HORRIBLE at Investing (1% Returns?!)

Updated: November 7, 2023

New data just released by Fidelity shows that Americans have been HORRIBLE at investing in their 401(k). What have they…

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article

The 4% Rule: Is It Still A Safe Withdrawal Rate For Retirement?

Updated: March 17, 2025

In this highlight, we discuss if the 4% rule is still a safe withdrawal rate for retirement and why it…

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article

Should You Include Side Income in the 25% Investment Rate?

Updated: March 17, 2025

In this highlight, we discuss how you should plan to include your side income into your 25% investment rate. Want…

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article

Is Staying at a Job with a 3-Year Vesting Period Worth It?

Updated: June 18, 2025

In this highlight, we discuss if staying at a job with a 3-year vesting period is worth it.

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article

When Should You Pay Off Your Mortgage Early?

Updated: June 20, 2025

We’ve long been proponents of thinking twice before paying your mortgage off early. With long-term mortgage rates at 3% or…

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article

At What Level of Wealth Should You Hire a Financial Advisor?

Updated: June 18, 2025

With so much access to free financial information, it can be hard to know when you might need a financial…

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article

Why Americans Don’t Save Enough for Retirement

Updated: June 20, 2025

Americans aren’t very good at saving money. During the pandemic, when we were stuck at home and received stimulus checks,…

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