Investing & Taxes

I have been, by all definitions of the word, lucky. I was raised by two middle-class (married) parents. My dad never lost his job, and he worked at the same company for his entire career. As the only child, I was sent to private schools. Thanks to my private school education and the familial obsession […]

The focus of this blog shifts in accordance with my own obsessions, so you’ve probably noticed a focus on investing recently (before that it was psychological approaches to changing your spending habits, then it was travel rewards, and now… here we are). I like to think that, as a result of my frenetic obsession-switching, you’re […]

When I say my finger hovered over the “Confirm changes” button and I broke a cold sweat, I’m not exaggerating – this decision wasn’t easy for me, as we all know I love Roth (and for good reason!). When I first set up my 401(k), I chose Roth (mostly because my dad told me to) – […]

This blog post is based on a few sections of Chapter 4 of Rich Girl Nation, “I Thee Wed (and Spend Thy Bread.” If you’re interested in the full deep dive on marital finances, pick up a copy. The question of “how to combine finances” comes up frequently, so I figured now was as good […]