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Tag: personal finance

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Maximizing Your 401(k): Understanding the Different Types of Contributions

Did you know that 80 percent of 401(k) plans right now have a Roth option available, but less than 20…

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Average 401(k) Balance For a 50 and 60 Year Old (2023 Edition)

In this highlight, Bo and Brian discuss the average 401(k) balance for 50 and 60 year olds and what you…

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How to Save Thousands of Dollars in Taxes in 2024

Tax season is over for most of us, but that doesn’t mean it’s time to stop thinking about your taxes!…

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How to Save Thousands of Dollars in Taxes in 2024

Tax season is over for most of us, but that doesn’t mean it’s time to stop thinking about your taxes!…

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Average 401(k) Balance For a 40 Year Old (2023 Edition)

In this highlight, Bo and Brian discuss the average 401(k) balance for a 20 year old and what you need…

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Average 401(k) Balance For a 30 Year Old (2023 Edition)

In this highlight, Bo and Brian discuss the average 401(k) balance for a 30 year old and what you need…

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Average 401(k) Balance For a 20 Year Old (2023 Edition)

In this highlight, Bo and Brian discuss the average 401(k) balance for a 20 year old and what you need…

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article

Smart Ways to Save for College Even If Your Kids Might Not Attend

Should you bother saving for college if you are unsure your kids will even attend college? In this highlight, Brian…

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

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?

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

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