Why a Roth and a taxable account are a young saver’s best friend

KJ: We recently wrote about: Financial independence: a new concept in lifestyle retirement planning, but how do you know where to save and how to save to reach financial independence? Especially if you are a young saver, some of the … Continue reading

Financial independence: a new concept in lifestyle retirement planning

KJ: One of the biggest topics in the media today is retirement. With thousands of baby boomers reaching the official retirement age each day, it’s all a lot of us think or talk about. How do you get there, how … Continue reading

How often do you look at your net worth?

KJ: How often do you look at your net worth? Weekly, monthly, quarterly, yearly, never? Why or why not? I track our net worth on a monthly basis, and we review it together during our quarterly presentations. Yep, you read … Continue reading

Smart 401k planning must knows

KJ: We recently came across a quick 401(k) article talking about 7 ways to avoid a 401(k) disaster. In my opinion, there’s never too much you can read or understand about your retirement plans, so we’ve created our own set … Continue reading

Feedback

AJ: Over the course of my life I have become increasingly aware of the amount of feedback people have about other people’s lives. We’re all guilty of inserting our opinions where they might not have been requested, but what happens … Continue reading