My family went to Disney World in 2022, which is also the year in which I learned that I’m not relaxed enough to enjoy things that lay at the intersection of logistics and “fun.” I have no chill, as they say. More recently, another Magic-Kingdom-Scorned mom and I were bonding over our magically induced shared […]
Election Year Enchantment: Navigating Markets in the Political Theme Park Read More »
Dear friends, I hope you read this with a steaming mug of a holiday beverage in hand. Doesn’t time move quickly? Being a working mom reinforces this truth, as every holiday season seems to swing around faster than the one before it. Each December, I reflect on the year to remain present in my beautiful
2023: A Year in Review Read More »
Time flies when you’re having funds. Start saving NOW. Your 20s and 30s are a time for careers to blossom and income to grow. While it can be tempting to increase your lifestyle in tandem with income increases, be careful with the “I’ll save later” mentality. Folks routinely live into their 80s and 90s these
You’re Only Young Once: Your Retirement Reality Check Read More »
Congratulations—it’s a ROTH! Relatively new on the scene of employer-sponsored retirement benefits, the Roth 401(k) is the tax-free cousin of the Traditional 401(k). You might already be familiar with the Roth 401(k)’s big sister, the Roth IRA. Both accumulate after-tax deposits that can grow and be distributed tax-free when certain criteria are met. But, the two siblings
Meet the Roths: 401(k) and Traditional Read More »
If you’re reading this, pull out your stretch pants. Retirement is on the horizon! This season is an exciting prospect for many, and choosing how to spend your golden years is largely impacted by the planning you do today. Consider these five points through the lens of your inner analyst, and maybe allow yourself to
Five Retirement Points for Five Years Before You Retire Read More »
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