There are so many ways to invest successfully that the most important thing is to just pick something reasonable and stick with it. But it’s key to know which approach to take and why you’re picking that option.
Answering reader questions about the Mega Backdoor Roth, Roth conversions, solo 401(k)s, individual IRAs, and what to do with an inherited IRA. We also talk about whether the Robinhood 3% match is worth the switch.
When my wife took a new job, I was pumped she could finally get an HSA. But as I crunched the numbers, I wasn't sure it was the right move.
What do you do with the pennies your money earns between the contribution and conversion to a Backdoor Roth IRA? Not much.
Here's everything you need to know about investing in BOXX, including its tax implications and how much it could ultimately cost you.
If you're thinking about buying into a building with an HOA, make sure you think through these points. Here's how much it cost me.
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Answering reader questions about low cost index funds and how they actually work, what happens when you take out a loan from your 401(k) to invest in real estate, and when to consider and prioritize buying into a partnership.
Follow these steps to make it easy to design, implement, and maintain a portfolio across your various investing accounts.
Let's focus some of our attention on when interest rates matter most and when they can be reasonably ignored.
We know you can and should take some risk when investing in stocks, but does that same principle apply to real estate investing?
I have met few older, wealthy investors who got that way by trading stocks. Let's talk about why trading investments probably isn't for you.
Cycles are an inherent feature of healthy markets. Understanding them and using them in my financial plan is going to help me build wealth.
If you think an investment is too good to be true (or that it might be a Ponzi scheme), here's how you can avoid making a big money mistake.
You can hire a financial advisor to help you with financial planning or asset management, but make sure you get good advice at a fair price.
Consider all of the doom and gloom you have heard in the last five years when it comes to finances? Has any of it come to pass?
I've been investing for two decades, and I've learned plenty of lessons. Now that I'm older and a little wiser, let me share them with you.
Medical school may not have taught you about money, but we will.
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Get ready to take control of your financial life. You can do this, and we can help.
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