Important HSA Rollover Rules: How to Utilize them Efficiently

Have you found yourself in a situation where you might need to rollover your HSA?  If so, no worries!  There are a few HSA rollover rules that you need to keep in mind but they’re all very easy to follow as long as you take the time to understand them. If you’re like me and […]

Comparing Compound Interest from Paying Student Loans vs Investing

If you listened to the most recent episode of the Investing for Beginners Podcast with Andrew and Dave, then you heard them both GO IN on their opinions of whether you should take any extra money at the end of the month and pay off student loans or if you should invest that money.  Personally, […]

How the HSA and its Wonderful Triple Tax Advantage Builds Wealth

If you don’t know what an HSA is then you have come to the right place.  HSA stands for a Health Savings Account, but in all actuality, it is so much more.  If you’re anything like how I was about 6 months ago, then you might know what an HSA is, but you likely have […]

How to Open an Investment Account for a Child

I talk a lot about the power of compound interest and how time in the market is better than timing the market, and I feel like I’ve shown some good examples, I really outline a great example in this post that shows the value of investing early and why you should start as early as […]

Stash vs. Acorns: Side-by-Side Investing Apps Comparison

Not long ago, I wrote an article really breaking down everything that you might want to know about the Stash app .  As I was writing the article, a lot of the benefits of Stash sounded like a popular app called Acorns, so I really wanted to break down the two different applications and do […]

The Requirements and Steps to Using a Mega Backdoor Roth IRA

Chances are, you might be familiar with the term ‘Backdoor Roth IRA’, but what if I told you that there was a MEGA Backdoor Roth IRA?  WOAH!  Doesn’t that sound just so much better?  I’m having flashbacks to middle school where everything I described started with mega, super, enormous, or another adjective where you were […]

An Honest Stash App Review for the Average Investor

Are you new into investing and looking for a way to start investing your money?  Well, look no further.  I go pretty in depth with this Stash Review, so you can understand the ins and outs of the app. Personally, I think that Stash is a fantastic app for the beginning investor that really helps […]

Is Decreasing Term Life Insurance a Good Policy for You?

DECREASING term life insurance? That sounds backwards, right? WRONG! Not too long ago I wrote a post about term life insurance that really explained some great things about it.  Term life insurance can be a great tool as long as you are using it for the right purposes, which I fully outline here.  But have […]

CD vs. Savings Account: Which will make you wealthier?

There is a time and a place for a Certificate of Deposit (CD) and there is a time and a place for a high-yield savings account.  In all actuality, the two are very similar but they do have some distinct differences that can drastically impact which is most beneficial for you.  I personally view a […]

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