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Retirement

(VFORX) The One Beautiful Fund I Use to Invest for Our 2040 Retirement
Retirement

(VFORX) The One Beautiful Fund I Use to Invest for Our 2040 Retirement

ByPhilip Taylor, CPA

We’re so boring when it comes to investing and retirement. But I think boring is good. We do…

Read More (VFORX) The One Beautiful Fund I Use to Invest for Our 2040 RetirementContinue

Stay Out of the 401k Penalty Box
Personal Taxes | Retirement

Stay Out of the 401k Penalty Box

ByJeff Rose, CFP

High sticking in the NHL will get you a minimum 2 minutes in the penalty box. Same rules…

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Retirement

Stop 401K Contributions to Pay for Private School?

ByPhilip Taylor, CPA

I’m a big fan of trying to have it all when it comes to financial goals (i.e. get…

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10 Reasons to Get Off Your Butt and Start a Roth IRA
Retirement

10 Reasons to Get Off Your Butt and Start a Roth IRA

ByPhilip Taylor, CPA

I really love the Roth IRA. There are so many reasons to start one of these bad boys and get going…

Read More 10 Reasons to Get Off Your Butt and Start a Roth IRAContinue

Personal Taxes | Retirement

Understand Roth IRAs and Use Them for Your Advantage

ByPhilip Taylor, CPA

The traditional individual retirement account (IRA) has long been a savvy way to do some tax-deferred investing for…

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