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.
Continue readingHow 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.)
Continue readingWhat Is a Backdoor Roth IRA (Contribution)? Should I Do it? How Do I Do It?
If I had to wager, backdoor Roth IRA contributions are in the top 3 of #personalfinance Slack channel topics.
Continue readingThe 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)?