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When To Use Roth Or Pretax Retirement Accounts
You might have heard that retirement savings accounts come with tax benefits. However, you may not understand the specifics or what to expect many years down the road when you withdraw your funds. This is a discussion of Roth and pretax retirement savings, the impact of taxes, and when each type of account may be appropriate.
Women’s Involvement In Finances And How To Avoid Financial Regret
Several studies have recently found that women have varying degrees of involvement in their finances over the course of their lives. Many women throughout have felt financial regret due to varying levels of involvement and inaction. This is a discussion of those findings, along with actions women can take to avoid financial regret.
Sustainable Investing And How To Align Your Investments To Your Values
4 Financial Tips For Navigating The Gig Economy
Whether you have a small side hustle or freelancing makes up your entire income, navigating the financial side of the gig economy can be difficult. Here are some tips to make it a little easier.
Charitable Giving Strategies For Young Professionals
Many young professionals I come across are charitably inclined and have funds to dedicate to charitable causes above and beyond their financial goals. This is a discussion of charitable giving strategies available for young professionals, some of the tax advantages associated and when each strategy may be appropriate.
MY BOOK
I seek to make personal financial planning less scary.
This book provides a simple guide for working through life's biggest financial questions facing couples in their 20s, 30s, and early 40s today. It starts with goals-based planning around topics including retirement planning, education planning, and major purchase planning. It then walks through some basics of investment management, options for how to invest, behavioral finance, and pitfalls to avoid. Lastly, it discusses risk management and insurance.
If you are not sure where to start, this book may provide some clarity.