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What Should I Do After Maxing Out My 401(k)? Financial Strategies for High Earners in Their 30s and 40s
What Should I Do After Maxing Out My 401(k)? Financial Strategies for High Earners in Their 30s and 40s A decade ago or so, you were still navigating career choices and working your way up from entry-level positions. Now, in your thirties and forties, you have a solid, well-paying job. Most of your debt—except for
Read More Are Target Date Funds Good for Beginners? A Simple Guide for Generation XY
Are Target Date Funds Good for Beginners? A Simple Guide for Generation XY Saving for retirement can feel overwhelming, especially if you’re dealing with work, family, and everything else life throws at you. If you’re part of Generation XY, chances are you don’t have hours to research investments. That’s where target date funds come in.
Read More The Personal Finance Conversation to Have with Aging Parents
The Personal Finance Conversation to Have with Aging Parents Why Conversations with Aging Parents Matter Many adults in their 40s and 50s begin facing new responsibilities as their parents age. While it can feel like a distant concern, the reality is different—you will need to have a personal finance conversation with aging parents about decisions
Read More How to Keep Money From Destroying Your Marriage
How to Keep Money From Destroying Your Marriage Money is rarely just about money. If you look a little deeper, you’ll discover it’s often about power, safety, freedom, control, trust, and sometimes childhood wounds we haven’t quite healed. So when two people with different financial values try to build a life together, it’s no
Read More Roth IRA Conversions: Timing, Taxes, and Long-Term Benefits
Roth IRA Conversions: Timing, Taxes, and Long-Term Benefits By Nathan Mueller, MBA, CFP® Are you looking for a way to reduce your tax burden in retirement and increase the flexibility of your income strategy? A Roth IRA conversion might be worth considering. By converting pre-tax savings from a traditional IRA or 401(k) into a
Read More Extreme Sports Jock Tax: What Athletes Need to Know to Stay Ahead Financially
Extreme Sports Jock Tax: What Athletes Need to Know to Stay Ahead Financially For extreme sports athletes, financial planning often takes a backseat to training, travel, and competition. But one tax issue you can't afford to ignore is the extreme sports jock tax—a lesser-known but critical aspect of managing your income when competing across Read More 3 Financial Moves Every Newly Married Couple Should Make
3 Financial Moves Every Newly Married Couple Should Make Marriage is a major life milestone — emotionally, legally, and financially. Between the wedding planning and honeymoon bliss, it’s easy to put off money conversations. But those early months of marriage are the perfect time to align your finances and build a strong foundation for your Read More A Smarter Way with Medical Cost Sharing & Direct Primary Care
Take Control of Your Healthcare: A Smarter Way with Medical Cost Sharing & Direct Primary Care Navigating healthcare doesn’t have to be overwhelming or expensive. If you’re tired of paying high insurance premiums and getting minimal value in return, there’s a growing movement offering a better way: Medical Cost Sharing and Direct Primary Care Read More Should I Follow a CFP® or CPA on Social Media?
Should I Follow a CFP® or CPA on Social Media? Should I follow a CFP® or CPA on social media? It depends. We all love hearing the phrase "it depends," which doesn't quite answer your question. However, let’s look at a few different scenarios to help you determine your situation and explore the differences Read More