Should You Use the Mega Backdoor Roth?

When it comes to contributing to retirement, you might have various options available to you. One of those options could be a Roth IRA. These accounts have unique benefits that separate them from a more “traditional” retirement plan. One of the biggest differences is that Roth IRAs are funded with after-tax dollars.  What does that…

How Can I Start Investing?

Did you know that the question “How can I start investing?” is one of the most commonly Googled search terms?   It’s one of those questions that can be soooo simple – but also feel overwhelming and complicated. I often tell our clients, it helps to have a “filter” for this sort of thing (like a…

Are You Spending Your Feelings?

You might have heard the term “eating your feelings,” especially during COVID when we were stuck at home and there wasn’t much else for us to do. I would posit that there are some people who instead SPEND their feelings. When you’re stressed, do you tend to shop? No judgment – this is totally normal.…