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Tag: Investing

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article

Should a Stay at Home Parent Open a Roth IRA?

Updated: June 18, 2023

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

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article

What is the Most Strategic Way to Utilize Your HSA?

Updated: June 17, 2023

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

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article

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

Updated: June 16, 2023

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 13, 2023

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: June 13, 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

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

Updated: June 13, 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: June 13, 2023

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: June 12, 2023

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 8, 2023

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 8, 2023

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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