This post will take a closer look at our investment portfolio. The purpose is not to influence your decision on investment options or to suggest you should follow our approach. The intention is to share a strategy that we’re comfortable with and works for us. …
In the personal finance community, there’s a lot of back and forth between the advantages and disadvantages of Traditional and Roth IRAs. Short and long-term tax implications are normally highlighted as the main differences and are the ones that carry the heavyweight in moving the needle in either direction. …
Paying yourself first is a very popular phrase I came across when reading The Automatic Millionaire by David Bach. He also happens to be the one who created the movement around the “latte factor” but that’s one topic that deserves its own discussion. …