Investing
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Tax-loss harvesting is a tax strategy to take advantage of a down market. It’s a way to control taxation and even decrease taxes from earned income. It’s the time to exit poorly performing investments and reallocate capital without facing serious consequences.
Compare VTSAX, VTI, and VUG to decide which is best for your portfolio. All are great, but they have their differences. What are you goals? what is your volatility tolerance?
Everything you need to know about the Mega Backdoor Roth conversion. Make the most of your tax-advantaged options with this Roth conversion. This is an excerpt from the new TFC course.
Self-managing your investments sounds daunting. Allow me to walk you through the process of buying index funds such as VTSAX and VTI. This simple process takes minutes and will have you questioning the need for your current financial advisor.
A quick rundown of different piggy banks. Read to find out the pros and cons of money market accounts and high-yield savings accounts. Which is best for you?
A blend of insight mixed with solicited investing advice. All to provide clarity on investing avenues.
Retail therapy…Impulse spending…Panic selling…All influenced by emotions. None of these favor financial progress or long term solutions. Read about noting the areas emotion attempts to creep into our investment strategies and how to manage it.
A look at the avenues in which a personal residence acts as an investment. There is a key factor that makes these investment points strong.
Everything you need to know about a 529 plan for education expenses. Another valuable tax deferred account to selflessly strengthen your financial family tree.
A fundamental part of financial literacy is understanding your investments. It’s important we know what those dollars that leave our paycheck each month are purchasing. And why such investments may help or hinder our progress.
There are many places to send your hard earned dollars. I have identified 10 quality candidates that will strengthen your financial health.
Professionals tend to complicate asset allocation even when a few simple investments keep up with the pros.
Learn about a great place to start your investing journey. You don’t need a complicated strategy to be a successful investor. Read what the experts have found to work best.
The Financial Cocktail simplifies the investing process. Everyone can make changes to their thinking and actions, just how The Financial Cocktail continues to learn and develop alongside readers.
Discover the benefits of frontloading your tax-advantaged accounts to maximize investment returns. This blog post explains how contributing early in the year to IRAs, HSAs, and Solo 401(k)s can give your money more time for tax-advantaged growth and compounding. Learn from a self-employed investor’s experience of fully funding $162,550 in accounts by April, the psychological and financial advantages of early contributions, and important considerations for both W-2 and 1099 earners. Find out when frontloading makes sense, potential pitfalls, and how this strategy can help you reach your financial goals faster.