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Tag: financial planning

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Should We Switch to S&P Before Hiring a Financial Advisor?

My wife and I are 20+ years from retirement. We are close to where we hire a financial advisor within…

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What Should I Do With $400,000 Cash?

How do you decide what to do with large sums of money? I have about $400k sitting in an HYSA.…

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Should I Treat Roth and Traditional Assets Equally in My Net Worth Statement?

When looking at our year end net worth update should we value Roth and traditional money the same way or…

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How Should the 25% Savings Rate Be Allocated?

In this highlight, we discuss the importance of financial planning and allocation of savings in retirement accounts, cash, and taxable…

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How Drastically Should You Tackle $60,000 in High-Interest Debt?

High-interest debt is extremely damaging to your financial life. How far should you go to get out of high-interest debt?…

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Is Disability Insurance a Necessity? (And How Much Do You Need?)

Became disabled, either temporarily or permanently, is significantly more likely to occur than an early death. Yet many Americans have…

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