One of the many things you have to figure out when you start a new job is the new company 401(k).Continue reading
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.Continue reading
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 reading
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 reading
If I had to wager, backdoor Roth IRA contributions are in the top 3 of #personalfinance Slack channel topics.Continue reading
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)?