Retirement Planning

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Xa Hopkins & Patrick Phippen

Dec 24, 20247 min read

Retirement Planning

Maximize 2025: New Contribution Limits

Patrick Phippen

Dec 10, 20244 min read

Lending & Borrowing

Paying Down Student Loans Can Boost Your 401(k)

Patrick Phippen

Nov 26, 20244 min read

Financial Values

Long-Term Giving Options Alphabet Soup

Patrick Phippen

Nov 12, 20244 min read

Retirement Planning

Donating your Required Minimum Distributions

Patrick Phippen

Aug 27, 20248 min read

Financial Goals

Winning the Lottery Checklist

Patrick Phippen

Jul 30, 20245 min read

Personal Finance

Hiring a Financial Advisor

Patrick Phippen

Jun 11, 20245 min read

Retirement Planning

Tax Considerations When Living on Social Security

Xa Hopkins & Patrick Phippen

Dec 12, 20236 min read

Financial Accounts

Maximize 2024: New Contribution Limits

Dec 5, 20237 min read

Financial Independence Retire Early

Practicing for Early Retirement: Diversify Your Life

Patrick Phippen

Nov 21, 20236 min read

Entrepreneurship

Retirement Planning When Self-Employed

Nov 21, 20235 min read

Investing Strategies

Ethical Investing: How to Follow Your Values While Building Wealth

Nov 14, 20234 min read

FI Math: The Cost of Small Habits

Patrick Phippen

Nov 7, 20235 min read

Retirement Planning

Secure Your Retirement: Legislative Updates to Retirement Planning

Patrick Phippen

Oct 24, 20234 min read

Retirement Planning

Keeping Your Eggs Separated: Rebalance Your Portfolio

Patrick Phippen

Oct 17, 20234 min read

Retirement Planning

Contributing Beyond the Max: Mega Backdoor Roth

Oct 10, 202310 min read

Financial Independence Retire Early

Planning for Early Retirement: How to Access Money

Patrick Phippen

Sep 26, 20235 min read

Retirement Planning

Climbing the Roth Conversion Ladder

Financial Priorities, Retirement Goals, and Career Insights at 70: An Interview with Mom

Aug 22, 202315 min read

Personal Finance

Financial Priorities, Retirement Goals, and Career Insights at 70: An Interview with Mom

Savings Rates Deep Dive: When Can You Retire?

Jun 6, 20238 min read

Retirement Planning

Savings Rates Deep Dive: When Can You Retire?

Jun 6, 20234 min read

Retirement Planning

Working Us to Death? What Politicians' Social Security Plans Really Mean for You

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