If you use your health savings account (HSA) to cover real-time...
Investing
2023 Personal & Financial Goals Review
Thanks 2023. That’s a wrap! Here's my personal & financial goals...
My New Rebalancing BFF: Fidelity Basket Portfolios
As an advice-only financial planner, Fidelity Basket Portfolios...
Is Perfectionism Holding You Back From Investing?
Women struggle disproportionately with perfectionism. Is it holding...
How to Do a Backdoor Roth IRA Contribution
If financial planners had a party trick, it would be the backdoor...
Think Twice Before Rolling Over an Old Retirement Plan
If you're a high earner (or plan to be one someday), rolling over an...
It’s Too Early to Open a Bank Account for Your Kids
It's too early to open a bank account for your kids, but not for the...
What’s the “Vested Balance” in My 401(k)?
crash course on vesting in your retirement plan at work. In its most...
Should I Sell or Rent My House? Considering IRC Section 121
This post weighs the pros and cons of selling vs. renting out your...
To Millennial Moms Investing for Children: Put Yourself First
What does it take for millennial moms to succeed when investing for...
Hiring a Robo-Advisor vs. DIY Investing
This post compares hiring a robo-advisor vs. DIY investing for...
The Spousal IRA: A Financial Equalizer for Women
Spousal IRAs can balance ownership of investable assets between...
Why Invest in a 401(k)? Discover 5 Reasons.
If you’re just getting started investing and work for a company that...
The 529 to Roth IRA Rollover | What Parents Should Know
Here's how parents can use the 529 to Roth IRA rollover to their...
Overfunded 529 Plan? These Are Tax-Efficient Solutions.
Here are some tax-efficient solutions if you've overfunded a 529...
UTMA vs. 529: Comparing Children’s Investment Accounts
This article compares UTMA vs. 529 accounts. Picking the right type...
Are Target Date Funds Good Enough?
Target date funds make up approximately $3.3 of the $8.9 trillion...
Should You Be an Aggressive Investor?
Should you be an aggressive investor? Personal finance personalities...
How to Make Compound Interest Work for You
This article explains how to make compound interest work for you. If...
How to DIY a Fully Diversified, Low-Cost Portfolio
A financial advisor would charge you 1% to build a fully...
How to Actually Start Investing with $10
This article explains how to start investing on your own with just a...
Anxious About the Stock Market? Fight Feelings with Facts.
This article explores: If the stock market could fall to zero. How...
How to Turn Student Loan Relief into Wealth: A Quick Playbook
This article provides the following: How much student loan relief...
PEMDAS for Investing: A Tax-Efficient Order for Account Funding
Remember the kid next to you in Algebra 1 that copied your homework,...
Invest for Retirement or My Kid’s College Tuition? How to Do Both.
Millennial parents are faced with quite the conundrum. Do we save...
My Family’s Actual Asset Allocation | How We’re Invested & Why
As a CFA, CFP, and mother, here's how I invest money for my family...
3 Roth IRA Strategies to Grow Your Family’s Wealth
If you don’t have a Roth IRA yet, never fear. This post is for you....
Ways Inflation Impacts Women & What to Do About It
Women are disproportionately impacted by inflation. Here are 3 ways...
Common Money Mistakes to Avoid in Your 20s | My Salary & Investing Story
Given my day job in retail financial advice and credentials, I’m the...
Should I Quit Before Fully Vesting? Or Am I Leaving Too Much Money Behind?
Should you quit before fully vesting? Or are you walking away from...