The Spousal IRA: A Financial Equalizer for Women
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Spousal IRAs can balance ownership of investable assets between husband and wife. You know the arrangement. Husband goes to work,…
Investing
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…
Financial Freedom by Grant Sabatier | Book Review
Here’s what I thought of Financial Freedom by Grant Sabatier as a CFA, CFP, & parent. I returned to my…
Are Target Date Funds Good Enough?
Target date funds make up approximately $3.3 of the $8.9 trillion assets in all defined contribution plans. As of 2019,…
Should You Be an Aggressive Investor?
Should you be an aggressive investor? Personal finance personalities tell you to take too much investment risk while society influences…
PA 529 Plan Investment Strategies & Avoidable Pitfalls
How are other families investing in the PA 529 Plan? This article outlines their behavior, including two intriguing strategies &…