Tag: wealth management
-
How Much Money Do You Really Need to Retire?
When can I retire? That’s not a trick question, but the answer is tricky because it depends on many things. Even if we simplify things, the answer may still be surprising! A super simple example Jack and Jill want to want to retire in 25 years and live at least 20 years in retirement. They…
-
Backdoor Roth IRAs Are an Easy Retirement Hack
Backdoor introduction We’ve written several times about Roth IRAs, including how they compare to Traditional accounts and the popular Roth IRA conversion hack. In this additional installment of our Roth IRA series we’ll look at one more retirement savings hack called a “backdoor Roth IRA” and it’s bigger sibling the “mega backdoor Roth IRA.” Both…
-
How To Know If You Need Life Insurance
Life insurance is a confusing topic made worse by pushy sales people and costly mistakes. Here are some important points to consider before buying life insurance.
-
Surprising Truth About Risk & Reward
We all know risk and return are related, but the relationship doesn’t always work the way we expect.
-
Is a Traditional or Roth Retirement Account Better?
Are Roth retirement accounts better than Traditional? Sometimes, but certainly not always. Read on to learn more.
-
How to Make a Roth IRA Work for You
Roth IRAs can be valuable financial tools for the right people, but they may not be right for everyone.
Happy Wealthy Living 