I Have Maxed Out My 401(k)...What's Next?
For many high-income earners, contributing the maximum amount to a 401(k) is an important milestone. If you have reached this point, give yourself a pat on the back, as this is not something the average person has the capacity to do. It means you are taking full advantage ...
The Mega Backdoor Roth Strategy
Have you ever considered what you can do to save more on a Roth basis outside of your typical direct or backdoor Roth IRA contribution? For many high-income earners, $7,500 ($8,600 if age 50 or older) to a Roth IRA just is not enough, and many wish they could save ...
What are Money Scripts and Why Should We be Aware of Them?
Have you ever wondered where your beliefs about money came from? Have you ever sat down and evaluated your financial behaviors in hope of finding a single, life‑changing answer that leads to wealth? ...
Are Target Date Funds the Ideal Choice for Your Retirement Plan?
Target date funds (TDFs) are everywhere, from 401(k)s to IRAs, and they are quickly becoming the most common default investment in 401(k) plans. They allow you to pick the ...
