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Newest Articles
What is the Backdoor Roth IRA and Why You Might Need It
The Backdoor Roth IRA allows high income earners the tax advantages of the Roth IRA. Learn about if the Backdoor Roth IRA is right for you and how to do a Backdoor Roth IRA.
How to Invest as a Woman
The thing we don’t talk about though is the gender investing gap. It just means that women don’t invest as early or as much money as men do. When you combine not investing with making less money, it puts women even more behind as it relates to net worth. And this isn’t good for any person, family, community, etc.
Should I Invest if I Have Debt?
Not sure if you should be investing while paying off debt? Here’s what you should consider before deciding!
How to Start Investing
Don't let getting started investing overwhelm you. Read about 5 easy steps to get started investing today.
The Spousal IRA: How to Invest While in a One Income Household
If you or your spouse do not earn eligible income to contribute to a Roth IRA, you may benefit from the Spousal IRA. Learn more about what the Spousal IRA is, who can use a Spousal IRA, and how to start one.
Should You Roll over Your Old 401k?
Have an old 401k lying around? You could be losing money to fees or risk forgetting about that money altogether when it's time to retire! Learn about how to rollover an old 401k to avoid missing any of your hard earned money.
Maximizing Healthcare Savings with FSA, HSA, and HRA
Struggling to make sense of your healthcare savings account options? Our informative and lighthearted blog post breaks down the differences between FSA, HSA, and HRA, including eligibility requirements, contribution limits, and tax advantages. With helpful examples and a focus on understanding the nuances of each account, this post is a must-read for anyone looking to make the most of their healthcare savings.
Investing Order of Operations
Following the investing order of operations maximizes the return on your investment and tax advantages!
Return on Cash, Savings, and Investments
Over time inflation decreases the value of the money you deposit into your checking and savings accounts. Learn how to combat inflation and yield a greater return on your investment.