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FOO – Your Ultimate Guide to The Financial Order of Operations

Home > Financial Planning > FOO How do you know what to do with your next dollar? Should you invest…

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The IRS Just Announced 2024 Tax Changes!

I was really excited about last year’s inflation-adjusted IRS numbers because they were the biggest changes we’d seen in years.…

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How Should You Factor a Pension Into the 25% Investing Rate?

Some government employees are able to contribute to a pension that is matched by the government in lieu of Social…

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How To Save for Retirement When You Have a Pension

How do you invest for retirement when you have a pension? Our Money Guy guidelines suggest investing 25% of your…

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The New Standard of Wealth: $1,000,000 Is Not Enough?!

The concept of being “rich” has evolved due to inflation and changes in retirement plans and Social Security, with $2.2…

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Net Worth By Age in 2023: How Do You Stack Up?

Keeping track of your annual net worth is an extremely important tool in tracking where you’ve been, where you’re at,…

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The Death of Millionaire Status: How Much You Really Need to be Rich

The Millionaire Next Door came out in 1996 – $1 million back then is nearly $2 million today. Is $1…

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faq

How Should I Allocate my Portfolio When I Live Primarily on My Guaranteed Income (i.e. Social Security and Pension Income)?

Living successfully on guaranteed income could mean you have the risk capacity to allocate more of your portfolio to equities.…

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faq

How Do I Know How Much I Need to Retire?

There is no “one size fits all” approach, but knowing the right questions to ask yourself is key. When you…

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faq

How Does My Pension Factor Into My Net Worth Statement and Retirement Calculations?

Pensions are generally not included in your Net Worth, but do play an important role in retirement planning. Future income…

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