Tips on saving for a child’s future, whether it’s college, trade school, a down payment on a home, or seed money to start a business.
Choosing between pretax or post-tax (Roth) contributions to your retirement savings plan
Deciding between pretax or post-tax (Roth) 401k contributions? Here are some tips.
What would your future self think?
Do you run into trouble implementing a change that you know will be good for you? Try imagining what your future self would feel about the decision.
Barriers to Women Financial Advisers
Why aren’t there more women giving financial advice? And how can we increase representation?
Special Report: Correlation of Collapse Potential for all Major Asset Classes
Tree Fort Financial publishes a special report provided by BOC.
Inheritance Designation for Individual Brokerage Accounts
How to set up inheritance on an individual brokerage investment account using a TOD designation
Financial Health and Well Being
Financial health may be highly correlated to your mindset.
Traditional IRA to Roth Conversion “How To”
A Roth conversion is moving funds from a traditional pretax retirement account to a Roth after tax retirement account. It sounds simple, but there are many questions around the practical how tos.
Preparing for a bat mitzvah with some tidying up
The tidying up principals of Marie Kondo applied to a jewelry box and personal finance, all part of getting to celebrate my niece at her bat mitzvah.
Maximize your 401k contributions with automatic increases
Take advantage of automatic enrollment and automatic increases in contribution levels to your 401k at work to help you save for retirement.
What exactly do financial planners do?
What exactly do financial planners do? Financial planners can assist you in various stages of your life by helping you make financial decisions that align with your goals.
Financial Checklist: Losing a Job
Losing a job can be overwhelming. Here are some financial – and emotional -considerations.