How to prepare for the inevitable with a 'When I Die' folder, ensuring your loved ones are informed and ready. Practical tips on what to include, how to discuss sensitive topics with family, and managing potential financial inheritances.

Discover why moms should prioritize their own financial security before saving for college. Learn three essential strategies to secure both your future and your children's education.

Explore the differences between Traditional and Roth 401(k) plans and learn the different considerations for choosing one over the other.

Discover how adopting an investor mindset can you to make smarter financial decisions and take ownership of your money and investing accounts.

7 things I would never do with my money as a seasoned investor and personal finance expert.

Want to retire comfortably but have no idea how much you’ll need? The 4% rule can help.

Discover how high earners can use the Backdoor Roth IRA to save for retirement with tax-free growth. Understand the steps, benefits, and why it’s worth considering.

Best laid plans.

If you’ve arrived to your 30’s feeling like you don’t have as much invested as you should, you might not be as far behind as you think.

A Roth IRA is a retirement savings account that allows you to invest after-tax dollars into a variety of investments, such as stocks, bonds, and index funds. The biggest benefit of a Roth IRA is that your money grows tax-free, meaning you won’t have to pay taxes when you withdraw your money in retirement. This is different from traditional IRAs, where you pay taxes on your withdrawals.

Learning how to choose and change your 401(k) investments overtime can help you make and save thousands of dollars over your lifetime.

Make no mistake, if you have a 401(k) you are an investor.