Not your Father’s Personality Test This week, Matt and I are joined by Registered Life Planner and former guest Andrea Miller, to delve into the fascinating world of Sparketypes. You’ve probably heard of the Myers-Briggs personality test developed in
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The 60/40 401k Portfolio is Dead! 😯 Are you one of the many who set up a 60/40 stock-bond split in your retirement portfolio, thinking it was the golden ticket to a worry-free retirement? Well, think again. Recent market
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Unlock the secrets to optimizing your finances by understanding the fundamental account types - taxable, tax deferred, and tax free. Learn how taxable accounts, like checking and savings, can drain your resources through annual taxes, while tax deferred accounts
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Three Advanced Strategies for the 529 Education Account Want to supercharge your savings? Look no further than 529 Education Savings Plans! If you’re intrigued by the idea of making the most of your 529 accounts, I have just the
When it comes to saving for education, 529 accounts have long been a go-to option for many families. These tax-advantaged accounts allow you to set aside funds for educational expenses, and any earnings within the account grow tax-free. While