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
Your 401(k) Match Can Now Be Roth (and Other Changes from the SECURE 2.0 Act)
Congress passed the Secure 2.0 Act in late 2022. Why should you care? You shouldn’t. Much.Continue reading
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.Continue reading
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.)Continue reading
What 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 reading
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)?