Tag: retirement savings

Did Your Child Earn Money Last Year? You Can Open a Roth IRA for Them.

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This is the story of how I filed my 14-year-old daughter’s taxes, and then opened, funded, and invested a Roth IRA for her, for tax year 2023. Piecing this process together for the first time was a bit frustrating (even for a financial planner!) so I hope you can follow along with a bit more ease.

I Work with Early to Mid Career Clients. Why Did I Get a Retirement Professional Designation?

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If you look at our website—and please do! I quite like it—you’ll see that we ask “Are you a woman in your early to mid career in tech?” That’s the demographic we target.

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You Just Started a New Job. How Much Should You Contribute to Your New 401(k)?

One of the many things you have to figure out when you start a new job is the new company 401(k).

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You Should Aim to Be Financially Independent…Enough.

Though the fervor around “financial independence” has abated a bit in recent years, I still see quite a bit of it. (Perils of the job, doncha know.) In fact, I most often see this “I want to retire now!” from women who are burned. the f*ck. out. by their career in tech.

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Your 401(k) Match Can Now Be Roth (and Other Changes from the SECURE 2.0 Act)

Block Woman looking at a wall with the word "Roth" written many times on it.

Congress passed the Secure 2.0 Act in late 2022. Why should you care? You shouldn’t. Much.

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You Can Save in Three Different Tax “Buckets.” What Are They, and Why Should You Care?

I’m violating one of the cardinal rules of content marketing here by writing about something I want you to know about, instead of something that you want you to know about.

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How Much Money Do You Need?

Our clients are in their 20s, 30s, and 40s. They’re all well paid. Many have gone through big liquidity events (read: IPO) that have dumped a big Bucket O’Money™ in their laps. (That’s what we specialize in after all.)

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