Financial Literacy: Why We Didn’t Learn It From Parents & Educators
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Financial literacy is a 21st century core survival skill. Here’s why we didn’t learn more about it growing up. A…
Investing
What’s the “Vested Balance” in My 401(k)?
Here’s a mini crash course on vesting in your retirement plan at work. In its most general form, vesting means…
To Millennial Moms Investing for Children: Put Yourself First
What does it take for millennial moms to succeed when investing for our children? Surprisingly, it requires putting ourselves first.…
Hiring a Robo-Advisor vs. DIY Investing
This post compares hiring a robo-advisor vs. DIY investing for younger investors with straightforward finances. You might be in your…
The Spousal IRA: A Financial Equalizer for Women
Spousal IRAs can balance ownership of investable assets between husband and wife. You know the arrangement. Husband goes to work,…
Is ChatGPT Financial Advice Any Good?
If you haven’t heard, mansplaining is out; robotsplaining is in. Here’s what you should know about ChatGPT financial advice. ChatGPT…
Why Invest in a 401(k)? Discover 5 Reasons.
If you’re just getting started investing and work for a company that offers a 401(k) plan, you’re at the right…
The 529 to Roth IRA Rollover | What Parents Should Know
Here’s how parents can use the 529 to Roth IRA rollover to their family’s advantage. Beginning in 2024, you can…
Overfunded 529 Plan? These Are Tax-Efficient Solutions.
Here are some tax-efficient solutions if you’ve overfunded a 529 plan. 529 college savings plans are investment accounts designed to…
How I Reached Coast FI Before Motherhood
I’m a mom who has reached Coast FI. This is how I did it. I’m a 33-year-old married woman with…