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Tag: Investing

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Should You Avoid Front-End Load Mutual Funds?

Updated: May 1, 2023

In this highlight, we discuss if front-end load fees are a bad thing or a good thing and how you…

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Best Way to Invest $100,000? (Lump Sum or Dollar Cost Average?)

Updated: April 30, 2023

In this highlight, we discuss what you should consider when deciding between using a lump-sum or dollar cost averaging to…

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Is It Worth Living with Parents to Invest 50% of My Income?

Updated: April 29, 2023

Should you live with your parents in order to increase your investing? In this highlight, we discuss what you should…

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Does It Always Make Sense To Utilize an HSA?

Updated: April 25, 2023

Health Savings Accounts, or HSAs, are extremely powerful savings and investment vehicles for medical expenses and retirement. They are right…

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Is Using a Cash-Out Refinance to Invest a Good Idea?

Updated: April 22, 2023

Is Using a Cash-Out Refinance to Invest a Good Idea? In this highlight, Bo and Brian discuss where this falls…

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How Much Money Should You Contribute To Your ESPP?

Updated: April 21, 2023

In this highlight, Bo and Brian explain where your employer stock purchase plan falls into the Financial Order of Operations…

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How to Insure You Are Ready For Retirement!

Updated: April 19, 2023

Do you ever wonder if you are truly prepared and ready for retirement? How can you best ensure you will…

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Is It a Problem If You’re Not Able to Make After-Tax Contributions?

Updated: April 18, 2023

In this highlight, Brian and Bo discuss what you should do if you are unable to make after-tax contributions and…

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The 3 Bucket Strategy: How Much Should You Invest in Each Bucket?

Updated: April 16, 2023

When it comes to the three tax buckets, is there an ideal ratio of Roth, traditional, and after-tax brokerage accounts?…

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Should I Slow Down Investing to Rebuild My Emergency Fund?

Updated: April 15, 2023

How should you prioritize investing over your emergency fund? In this highlight, Brian and Bo discuss what you should consider…

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