I recently heard from a woman in her early 40s who came to Wealthramp with a clear question. “I keep hearing about COAST FI,” she wrote. “I think it describes how I want to approach…
If you’ve read any type of financial news lately, chances are you’ve heard the whispers (or shouts) about a looming recession. But before you freak out and react like it’s the end of days, let’s…
If you could go back 10 years and buy a few things at 2015 prices, what would you grab? Maybe a brand-new fridge for $800 when they sell for $1,200 today? A new car for…
When I was growing up, my dad used to always tell me that there was “no such thing as a free lunch.” He wanted to teach me that everything has a cost. And that if…
A roth conversion ladder is a multi-year transfer of funds from pretax to post tax accounts. It helps avoid penalties and save on taxes!
Well hey there, overachiever! Sounds like you’re crushing your money game already and maxing out the most obvious retirement accounts available to you. Congrats! OK, so what now? No one would blame you if you…
Becoming a Roth IRA Millionaire is not only possible, it’s actually quite easy! Here are the steps and how long it will take.
As you move from job to job, one very important financial task is deciding what to do with your old 401k. Rolling it over into an IRA can be a smart choice. It gives you…
It can be tempting to react impulsively during a stock market crash. But selling or making drastic portfolio changes in volatile times (and under duress) can screw up your investments even further.
Sometimes, boring is a good thing. And that’s certainly the proven case when it comes to building wealth. We’ve been studying rich people for decades, and have interviewed hundreds of personal finance experts. There’s one…












