Financially Free

When saving for your child’s future, there are a few options to consider. Many people are not sure how to determine whether a 529 or UTMA account is better. Knowing… Read More

Are you looking for a way to fight inflation in your investment portfolio? Inflation rates have been hitting highs not seen since 2007 and purchasing power is a big concern… Read More

Inheriting a 401(k) isn’t always as simple as inheriting a home or other types of assets. The IRS has detailed rules about 401(k) beneficiaries that say when they must receive… Read More

Open enrollment 2022 is here. From November 1, 2021 – January 15,  2022, you have the option to change your health insurance plan, increase your life insurance coverage, and decide… Read More

Are RSUs part of your compensation package or are you looking at a position that offers RSUs?  RSUs can become a significant part of your net worth over time. It’s… Read More

Every person who is about to attend college should know about the Free Application for Federal Student Aid and the process to apply. October means that the FAFSA applications are… Read More

Do you want your federal student loans to be forgiven, and have you been working for the government or a nonprofit? If the answer to both is yes, here’s some… Read More

There are many benefits of 401(k) plans, and some are less known than others. A 401(k) is a type of retirement plan offered by an employer in which the employee… Read More

Did you just receive a sizeable amount of settlement money? It’s probably an emotional time for you, but you’re also thinking, “What should I do with all this settlement money?”… Read More

Most Americans today have an average of 12 jobs in their lifetime. Gone are the days of getting a job straight out of school and staying there until the day… Read More

Do you want to set some money aside for your child? There are several ways to help set your child up for a strong financial future. If a 529 college… Read More

A Mega backdoor Roth is a retirement savings strategy that could allow you to put up to $38,500 in a Roth 401(k), on top of your regular $19,500 annual contribution.… Read More