Economic EqualityInvestingFinancial Literacy: Why We Didn’t Learn It From Parents & Educators8 Sep at 12:29 am0Financial literacy is a 21st century core survival skill. Here’s why we didn’t learn more about it growing up. A…
Career StrategyInvestingWhat’s the “Vested Balance” in My 401(k)?5 Jul at 10:27 amHere’s a mini crash course on vesting in your retirement plan at work. In its most general form, vesting means…
InvestingTo Millennial Moms Investing for Children: Put Yourself First16 May at 11:51 amWhat does it take for millennial moms to succeed when investing for our children? Surprisingly, it requires putting ourselves first.…
InvestingHiring a Robo-Advisor vs. DIY Investing4 Apr at 2:03 pmThis post compares hiring a robo-advisor vs. DIY investing for younger investors with straightforward finances. You might be in your…
Economic EqualityInvestingMinimize TaxesThe Spousal IRA: A Financial Equalizer for Women21 Mar at 2:08 pmSpousal IRAs can balance ownership of investable assets between husband and wife. You know the arrangement. Husband goes to work,…
InvestingIs ChatGPT Financial Advice Any Good?11 Mar at 2:46 pmIf you haven’t heard, mansplaining is out; robotsplaining is in. Here’s what you should know about ChatGPT financial advice. ChatGPT…
InvestingMinimize TaxesWhy Invest in a 401(k)? Discover 5 Reasons.2 Mar at 12:36 amIf you’re just getting started investing and work for a company that offers a 401(k) plan, you’re at the right…
InvestingSaving for KidsThe 529 to Roth IRA Rollover | What Parents Should Know22 Feb at 12:03 pmHere’s how parents can use the 529 to Roth IRA rollover to their family’s advantage. Beginning in 2024, you can…
InvestingSaving for KidsOverfunded 529 Plan? These Are Tax-Efficient Solutions.17 Feb at 1:00 amHere are some tax-efficient solutions if you’ve overfunded a 529 plan. 529 college savings plans are investment accounts designed to…
Career StrategyInvestingHow I Reached Coast FI Before Motherhood9 Feb at 4:10 pmI’m a mom who has reached Coast FI. This is how I did it. I’m a 33-year-old married woman with…