Sandwich Generation

The Sandwich Generation: The Group You Didn’t Realize You Belonged To

What Is The Sandwich Generation The Sandwich Generation refers to the group of adults who care for their parents while supporting children of their own. This is a concept that most people are familiar with, but don’t realize actually has a formal name. If you are here, there’s a decent chance you are a member […]

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Your Personal Savings Rate – The Most Important Thing You Can Track

We’ve written about the importance of budgeting. And about how critical it is to understand how much money you need for retirement. We’ve even written about how being intentional with your money and prioritizing experiences over physical products will make you happier. But NONE of those things are as important as your personal savings rate. […]

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5 reasons to invest with index funds in 401k and IRA

5 Reasons You Should Include Index Funds In Your 401K Or IRA

Thirty percent of Millennials surveyed say that cash is their preferred long term investment, according to Bankrate. Why is this? Some may say that it is intimidating and overwhelming to decide what to invest in. Not wanting to make a potentially costly mistake, it may seem easier to stand on the sidelines. Unfortunately, parking cash in a checking […]

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three fund portfolio

Three Fund Portfolio – Investing Made Easy

If you’ve read our post on mastering asset allocation then you might recognize the phrase ‘Three Fund Portfolio’. The ‘Three Fund Portfolio’ simply refers to an investment portfolio (the collection of all of your investments) that only contains three investments. Put more simply, your portfolio is the collection of assets that you own. If you […]

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