Like you, I’ve been going through Open Enrollment lately. Only I’ve been going through a whole bunch of open enrollments, for all of my clients. (It’s actually pretty cool, being able to compare—and, perforce, contrast—what a variety of tech companies offer to their employees.)
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My company doesn’t match my 401(k) contributions (or it’s a very small match). Should I still use my 401(k)?
Employer matching contributions to your 401(k) are a beautiful thing. They are also a thing of confusion.
The Curious Math of Roth 401(k)s: You Can Save More Than If You Use a Pre-Tax 401(k)
If your 401(k) offers a Roth option, how do you know if you should contribute to it instead of the usual, pre-tax 401(k)?
Do Your Taxes Make You Feel Bad?
I’m doing my taxes now, and I am just so DONE. I don’t know if I’m doing them right or leaving money on the table. It just makes me realize that I don’t understand my finances as well as I want to.Continue reading
Strategies for Maximizing College Financial Aid. Part 2.
Hopefully last week’s blog post helped you understand generally how financial aid works and when you should start doing what. This week, let’s dig into specific strategies and tactics you can use to maximize your child’s financial aid.Continue reading
Help! My 401(k) is crappy.
I’d like to think that 401(k)s at high-tech companies would be inexpensive to administer, provide employee-friendly interfaces, and be full of broadly-diversified, low-cost funds. Continue reading






