Learn how to find money for financial independence by tracking down old employer retirement accounts.
Investment Management
Financial Checklist: Choosing Your 401k Investments
Learn the basics about choosing investments for your 401k money.
Subscribe to Tree Fort Financial’s Financial Education Newsletter
Subscribe to Tree Fort Financial’s financial education newsletter.
Saving for your child’s future
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.
Pretax vs. post-tax (Roth) contributions to your retirement plan
Deciding between pretax or post-tax (Roth) 401k contributions? Here are some tips.
Barriers to Women Financial Advisers
Why aren’t there more women giving financial advice? And how can we increase representation?
Inheritance Designation for Individual Brokerage Accounts
How to set up inheritance on an individual brokerage investment account using a TOD designation
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.
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.
All About Roth IRAs
Here is some information about Roth IRAs, which are a type of individual retirement account.
Money Mindfulness
Being mindful about money can help us achieve our dreams.
Backdoor Roth IRA FAQs
Quick answers to common backdoor Roth questions.
