The Eternal Struggle of Personal Finance
The eternal struggle of personal finance is evaluating many options and choosing a single financial plan to execute…at least for today.
The Best Interest »
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We Received a $600,000 Inheritance: Now What?
Felicia received a $600,000 inheritance. How should she think about taxes, spending, and investing over the long run?
Your Portfolio Works While You Work
Put in some time and effort up front, don’t hover too much, and use time as a lever: make your portfolio work while you work.
Backdoor Roth IRAs: The 6-Figure Power of Simple Advice
Even simple financial planning tools – like a backdoor Roth IRA – can lead to $100,000+ savings in the long run.
12 Financial Planning Topics for New Parents
Financial planning is vital for new parents. Plan for new expenses, put financial safety nets in place, and take advantage of the tax code where you can.
Inaction Is Not Inactivity
As an investor, inaction is your friend. But it’s important, paradoxically, that we differentiate inaction from inactivity.