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MONEY HACKS 147: 3 Quick Checks for Your Retirement Plan
Most of us don’t look at our retirement account very often. The contributions come out of every...
MONEY HACKS 145: The Roth Catch Up Rule: What High Earners Need to Know
Starting in 2026, a new SECURE 2.0 provision requires certain high earners to make their 401(k) catch up contributions as Roth dollars instead of pretax dollars. This only affects a specific group of savers, but if you fall into it, you might notice it in your...
MONEY HACKS 144: Back to School, Back on Track: Your Fall Money Reset
New backpack, new schedule, new routine. It's a good reminder that money needs the same kind of structure. Summer has a way of loosening up a cash flow plan. A few extra vacation days, some more shopping, a little more takeout than usual. None of it feels like a big...
MONEY HACKS 143: What Happens When You Convert to a Roth IRA?
Every year around this time, we get the same question in coaching sessions. Someone has heard about Roth conversions, likes the idea of tax-free growth, and wants to know if they should move money from their traditional IRA or 401(k) into a Roth account. The short...
MONEY HACKS 142: The World Cup Lesson Your Investment Mix Needs to Learn
I've been a World Cup fan since I was a kid. And there's something about watching the way different teams compete that reminds me of what we talk about all the time in coaching sessions: the importance of a well-built portfolio. Think about it. A great team isn't...
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MONEY HACKS 147: 3 Quick Checks for Your Retirement Plan
Most of us don’t look at our retirement account very often. The contributions come out of every paycheck, life gets busy, and it’s easy to assume everything is on track. That’s exactly why a quick checkup is worth your time in any kind of market. October is Retirement...
MONEY HACKS 145: The Roth Catch Up Rule: What High Earners Need to Know
Starting in 2026, a new SECURE 2.0 provision requires certain high earners to make their 401(k) catch up contributions as Roth dollars instead of pretax dollars. This only affects a specific group of savers, but if you fall into it, you might notice it in your...
MONEY HACKS 144: Back to School, Back on Track: Your Fall Money Reset
New backpack, new schedule, new routine. It's a good reminder that money needs the same kind of structure. Summer has a way of loosening up a cash flow plan. A few extra vacation days, some more shopping, a little more takeout than usual. None of it feels like a big...
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