Tag: retirement savings

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.

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.

401(k) legislation retirement savings tax planning taxes

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.

retirement savings tax planning taxable vs. retirement savings

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.)

Financial Independence Financial Independence Retire Early FIRE retirement savings saving