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Retirement

Complete guide to retirement planning

Retirement planning is a cornerstone of financial planning.

Brian Matthews, CFP®
Retirement

Complete guide to retirement planning

Retirement planning is a cornerstone of financial planning.

Brian Matthews, CFP®
IRAs

Our guide to the mega backdoor Roth IRA

So, what exactly is this Mega Backdoor Roth, and how does it differ from its simpler cousin, the backdoor Roth?

Adrianna Adams, CFP®
Financial advisors

How much does a financial advisor cost?

Discover the factors that determine the cost of hiring a financial advisor and the average fees.

Brian Matthews, CFP®
401(k)s

How to maximize your 401k savings by age

Tips for each age group to maximize 401k savings: understand retirement goal, consider employer contributions, increase contributions with age.

Adrianna Adams, CFP®
Equity compensation

What are advisory shares?

Advisory Shares, a strategic compensation tool for early-stage ventures, bridging expertise with equity.

Brian Matthews, CFP®
Financial planning

A Domain Money client success story

Christina and Tom are like many couples. They worked hard, built careers, had a baby, saved money and kept thinking about buying a house.

Katy Song, CFP®
Financial planning

When's the best time to Refi?

Rates are at lows that I have never seen.

Katy Song, CFP®
Financial planning

The monthly credit card bill

For the last few years, I have noticed the creep of my client’s and my own credit card bill balances.

Katy Song, CFP®
Financial planning

What's better public or private schools?

The pandemic threw a wrench in education plans for countless families.

Katy Song, CFP®
Financial planning

US food inflation

Food tends to be one of the top three areas of spending for families after home and childcare. How much do you spend?

Katy Song, CFP®
Budgeting

Are you addicted to Amazon?

One-click shopping. Prime delivery. Millions of products. Is there anything not to love about Amazon?

Katy Song, CFP®
Financial planning

Abundance vs. Scarcity money mindset

Most people develop their money mindset at a young age. We see what our parents do with money and what they say (or don’t say) about it.

Katy Song, CFP®
Investing

Investing in teens - investing with children

My financial planning practice focuses on families with young children.

Katy Song, CFP®
Financial planning

What do you want?

Thick desires are those that you can explain why you want them. Thin desires are those that you can’t easily explain.

Katy Song, CFP®
Budgeting

Is an electric car right for you?

Electric cars are becoming increasingly popular, but are they the right choice for you?

Katy Song, CFP®
IRAs

Our guide to the mega backdoor Roth IRA

So, what exactly is this Mega Backdoor Roth, and how does it differ from its simpler cousin, the backdoor Roth?

Adrianna Adams, CFP®
Financial advisors

Everything you need to know about working with a financial consultant

Here’s what you should know about what financial consultants do – and what they can do for you.

Katy Song, CFP®
Financial planning

What should a woman ask for in a prenup?

Here’s what you should know about what a prenup is as well as what it does, how it functions, and how a prenup can impact your personal finances.

Brian Matthews, CFP®
Tax

RSUs vs stock options

Learn about the tax implications of RSUs and ISOs.

Katy Song, CFP®
Investing

What is a taxable investment account: Understanding the basics

What you need to know about a taxable investment account.

Adrianna Adams, CFP®
Tax

What is the 2024 gift tax limit?

Learn about the gift tax limit and rules for 2024.

Mitchell Kotheimer, CFP®
Financial planning

Five steps to create a trust

How to Set Up a Trust: A Step-by-Step Guide.

Adrianna Adams, CFP®
Financial planning

When is the best time to buy life insurance?

When should you start considering life insurance?

Adrianna Adams, CFP®
IRAs

Step by step guide to see if a backdoor Roth IRA is right for you

Understand the ins-and-outs of a Backdoor Roth IRA.

Adrianna Adams, CFP®
Financial planning

What is a 529 plan?

Learn what a 529 plan is and how to create one.

Mitchell Kotheimer, CFP®
401(k)s

What is an employer match? And why you should still contribute

Employer matches can have a large impact on your financial future.

Adrianna Adams, CFP®
Budgeting

Should you lease or buy a car?

If you're in the market for a new car, you may be wondering whether you should lease or buy.

Adrianna Adams, CFP®
Financial advisors

What does a financial advisor do?

Managing finances can be a complex and overwhelming task, especially for those who lack financial expertise.

Mitchell Kotheimer, CFP®
Financial planning

How much money should I have in my emergency fund?

Emergency funds are an essential part of your financial well-being.

Brian Matthews, CFP®
Budgeting

Budgeting tips once you hit 30

Once you reach your 30s, it is essential to start thinking about your financial future.

Adrianna Adams, CFP®
Retirement

How to retire at 60

How retirement saving works, how much money you should plan to retire comfortably at age 60, and different ways to save for retirement.

Brian Matthews, CFP®
401(k)s

How to maximize your 401k savings by age

Tips for each age group to maximize 401k savings: understand retirement goal, consider employer contributions, increase contributions with age.

Adrianna Adams, CFP®
Financial advisors

How much does a financial advisor cost?

Discover the factors that determine the cost of hiring a financial advisor and the average fees.

Brian Matthews, CFP®
Retirement

Complete guide to retirement planning

Retirement planning is a cornerstone of financial planning.

Brian Matthews, CFP®
Investing

Learn about strategic asset allocation strategy

Mastering Asset Allocation: A Comprehensive Guide for Investors.

Mitchell Kotheimer, CFP®
Equity compensation

ESPP - Employee stock purchasing plans and tax

ESPPs: A guide to employee stock purchase plans. Benefits, tax implications, and considerations for maximizing wealth.

Mitchell Kotheimer, CFP®
Equity compensation

How do RSUs work?

Maximize RSU wealth wisely: Plan for taxes, diversify, manage risk, and seek professional advice. Don't overlook pitfalls for financial success.

Katy Song, CFP®
Equity compensation

What are advisory shares?

Advisory Shares, a strategic compensation tool for early-stage ventures, bridging expertise with equity.

Brian Matthews, CFP®
Financial planning

A Domain Money client success story

Christina and Tom are like many couples. They worked hard, built careers, had a baby, saved money and kept thinking about buying a house.

Katy Song, CFP®
Financial planning

When's the best time to Refi?

Rates are at lows that I have never seen.

Katy Song, CFP®
Financial planning

The monthly credit card bill

For the last few years, I have noticed the creep of my client’s and my own credit card bill balances.

Katy Song, CFP®
Financial planning

What's better public or private schools?

The pandemic threw a wrench in education plans for countless families.

Katy Song, CFP®
Financial planning

US food inflation

Food tends to be one of the top three areas of spending for families after home and childcare. How much do you spend?

Katy Song, CFP®
Budgeting

Are you addicted to Amazon?

One-click shopping. Prime delivery. Millions of products. Is there anything not to love about Amazon?

Katy Song, CFP®
Financial planning

Abundance vs. Scarcity money mindset

Most people develop their money mindset at a young age. We see what our parents do with money and what they say (or don’t say) about it.

Katy Song, CFP®
Investing

Investing in teens - investing with children

My financial planning practice focuses on families with young children.

Katy Song, CFP®
Financial planning

What do you want?

Thick desires are those that you can explain why you want them. Thin desires are those that you can’t easily explain.

Katy Song, CFP®
Budgeting

Is an electric car right for you?

Electric cars are becoming increasingly popular, but are they the right choice for you?

Katy Song, CFP®
IRAs

Our guide to the mega backdoor Roth IRA

So, what exactly is this Mega Backdoor Roth, and how does it differ from its simpler cousin, the backdoor Roth?

Adrianna Adams, CFP®
Financial advisors

Everything you need to know about working with a financial consultant

Here’s what you should know about what financial consultants do – and what they can do for you.

Katy Song, CFP®
Financial planning

What should a woman ask for in a prenup?

Here’s what you should know about what a prenup is as well as what it does, how it functions, and how a prenup can impact your personal finances.

Brian Matthews, CFP®
Tax

RSUs vs stock options

Learn about the tax implications of RSUs and ISOs.

Katy Song, CFP®
Investing

What is a taxable investment account: Understanding the basics

What you need to know about a taxable investment account.

Adrianna Adams, CFP®
Tax

What is the 2024 gift tax limit?

Learn about the gift tax limit and rules for 2024.

Mitchell Kotheimer, CFP®
Financial planning

Five steps to create a trust

How to Set Up a Trust: A Step-by-Step Guide.

Adrianna Adams, CFP®
Financial planning

When is the best time to buy life insurance?

When should you start considering life insurance?

Adrianna Adams, CFP®
IRAs

Step by step guide to see if a backdoor Roth IRA is right for you

Understand the ins-and-outs of a Backdoor Roth IRA.

Adrianna Adams, CFP®
Financial planning

What is a 529 plan?

Learn what a 529 plan is and how to create one.

Mitchell Kotheimer, CFP®
401(k)s

What is an employer match? And why you should still contribute

Employer matches can have a large impact on your financial future.

Adrianna Adams, CFP®
Budgeting

Should you lease or buy a car?

If you're in the market for a new car, you may be wondering whether you should lease or buy.

Adrianna Adams, CFP®
Financial advisors

What does a financial advisor do?

Managing finances can be a complex and overwhelming task, especially for those who lack financial expertise.

Mitchell Kotheimer, CFP®
Financial planning

How much money should I have in my emergency fund?

Emergency funds are an essential part of your financial well-being.

Brian Matthews, CFP®
Budgeting

Budgeting tips once you hit 30

Once you reach your 30s, it is essential to start thinking about your financial future.

Adrianna Adams, CFP®
Retirement

How to retire at 60

How retirement saving works, how much money you should plan to retire comfortably at age 60, and different ways to save for retirement.

Brian Matthews, CFP®
401(k)s

How to maximize your 401k savings by age

Tips for each age group to maximize 401k savings: understand retirement goal, consider employer contributions, increase contributions with age.

Adrianna Adams, CFP®
Financial advisors

How much does a financial advisor cost?

Discover the factors that determine the cost of hiring a financial advisor and the average fees.

Brian Matthews, CFP®
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