Finance · Investments

Allocation by Account Type

Happy Valentine’s Day! Since a lot of personal finance bloggers are writing about frugal tips to celebrate the day, I thought I’d do something different and talk about asset allocation. Romantic, right? Just over a year ago, I wrote this post that explains why I don’t max out my 401(k), even though it’s widely touted… Continue reading Allocation by Account Type

Finance · Investments

Betterment Review

Back in June 2015, I decided to try out a robo investing service called Betterment. In case you aren’t familiar with them, Betterment is a brokerage firm that takes over the work involved in investing. I already have a Schwab brokerage account so I wanted to see how the two compare. **It’s important to note… Continue reading Betterment Review

Finance · Investments

Managing Uncertainty

As I mentioned in my budgeting post,  it’s important to remember that your budget is fluid as circumstances change. The same could be said for investment strategy.  Here’s how I’m switching things up: Previous Plan Max out my 401k, HSA, and Roth IRA. Set up automatic transfers to fund my car fund and fun money… Continue reading Managing Uncertainty