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Tag: personal finance

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How to Win Financially in the Messy Middle!

Updated: November 3, 2023

The Messy Middle is what we call that period in-between high school or college and middle age. It’s when your…

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70% of Home Buyers Under 30 Receive Financial Help From Their Parents?!

Updated: June 18, 2025

7 out of 10 home buyers under 30 are getting help from family with the down payment. How should you…

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Is a Backdoor Roth Important for Everyone?

Updated: June 18, 2025

If you are over the income limit to contribute to a Roth IRA and have access to an employer-sponsored 401(k)…

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Invest 15% vs. 25%: Which Investment Rate Should You Choose?

Updated: June 18, 2025

How does the Money Guy rule to invest 20% to 25% of your gross income stack up to other financial…

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We Earn $490,000 a Year! Should We Stop Taking Free Food From Work?

Updated: March 17, 2025

We earn half a million dollars a year in our 20s, are worth over one million, and invest over 50%…

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What’s the Best Account to Save for Your Kid’s College?

Updated: March 17, 2025

When it comes to saving for your children, what should you think about when deciding between a taxable brokerage account…

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How Much Money Should I Invest Into My Business vs Saving For Retirement?

Updated: June 18, 2025

If you are starting a small business, how do you decide what to invest in the business and what to…

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The Difference Between Tactical Asset Allocation and Market Timing

Updated: March 17, 2025

Timing the market can be a dangerous game to play. What about making larger adjustments to your portfolio based on…

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I’m Worried About Keeping Receipts for the Next 25-30 Years for My HSA

Updated: June 18, 2025

Investing money in your HSA and saving it for the future may be an optimal strategy, but it does require…

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