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Tag: retirement

247 results found
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Is a Backdoor Roth Important for Everyone?

Updated: November 2, 2023

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

Updated: November 1, 2023

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

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

Updated: October 31, 2023

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

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What Should We Do If My Spouse Is on a Different Financial Step?

Updated: October 27, 2023

How do you deal with your spouse being at a different step of the Financial Order of Operations than you?…

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How to Optimize the Hyper Accumulation Step in the Financial Order of Operations!

Updated: October 26, 2023

If you have are a middle income American and are able to max out your Roth IRA, HSA, and 401(k),…

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Do I Need to Invest $22,500 to Max Out Retirement as a Low Earner?

Updated: October 25, 2023

If you are not a high earner and are unable to maximize your 401(k), are you ever able to complete…

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How Do I Prioritize Kids’ College vs. Retirement?

Updated: October 24, 2023

How do you balance investing for your child’s college educations vs. saving for your own retirement? Is one more important…

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Should You Allocate All Your Retirement Funds to the S&P 500?

Updated: October 18, 2023

Many younger investors advocate for an all-equity allocation at younger ages. Is this a wise idea or is there value…

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What Is the Recommended Maximum Expense Ratio for a 401(k)?

Updated: October 11, 2023

Not everyone has access to a great 401(k) plan at work. What do you do if your plan has high…

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Why You Should Max Out Your Retirement Accounts! (Before 2023 Ends)

Updated: October 10, 2023

How close are you to the 401(k) limits in 2023? See if you can make one last push to get…

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