Economic EqualityInvestingMinimize TaxesThe Spousal IRA: A Financial Equalizer for Women21 Mar at 2:08 pm0Spousal 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 pm0If 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 am3 CommentsIf 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 pm0Here’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 am2 CommentsHere 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 pm0I’m a mom who has reached Coast FI. This is how I did it. I’m a 33-year-old married woman with…
Book RecommendationsInvestingFinancial Freedom by Grant Sabatier | Book Review1 Feb at 3:26 am1 CommentHere’s what I thought of Financial Freedom by Grant Sabatier as a CFA, CFP, & parent. I returned to my…
InvestingAre Target Date Funds Good Enough?6 Jan at 9:15 pm0Target date funds make up approximately $3.3 of the $8.9 trillion assets in all defined contribution plans. As of 2019,…
InvestingShould You Be an Aggressive Investor?30 Dec 20221 CommentShould you be an aggressive investor? Personal finance personalities tell you to take too much investment risk while society influences…
InvestingSaving for KidsPA 529 Plan Investment Strategies & Avoidable Pitfalls15 Dec 20221 CommentHow are other families investing in the PA 529 Plan? This article outlines their behavior, including two intriguing strategies &…