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September 2021

pitfall

Avoid These 5 Financial Planning Pitfalls

September 29, 2021 | Regina Neenan
Watch out! With so much financial planning advice telling you what you should do, what about the things you might want to avoid? Let me point out five potential pitfalls — and point you in the right direction.
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Backdoor Roth

Your Ultimate Guide to the ‘Backdoor’ Roth — and How To Contribute to Yours

September 22, 2021 | Jason Speciner
What's a "backdoor" Roth? And what about a mega-backdoor Roth or sidedoor Roth? The answers — and the steps you can take to contribute. Plus, check out the "Term Time" section where we break down the finance industry jargon so you can contribute with confidence.
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5 Money Lessons I Learned from Disney

5 Money Lessons I Learned from Disney

September 15, 2021 | FPFoCo Team
Be generous with your assets and also proud of your money. Learn the stories behind these and three more Disney-inspired money lessons.
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Financial Independence

Back to Basics: Financial Independence

September 8, 2021 | Regina Neenan
Have you ever thought of retiring early? What about becoming less reliant on working for a living? Read on to learn more about financial independence, from how you can get started to its perks and some areas to carefully consider before making the leap.
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