Investment
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How My 401(k) Grew From $10K to $107K — and Why It’s the Core of My Retirement Plan
I didn’t start by maxing it out. I started with the match, increased my contributions as my income grew, and slowly turned a pretty boring account into the foundation of my plan to retire at 55. In my last post, Retirement Isn’t One Account. It’s a Strategy., I wrote about a change in how I think…
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Retirement Isn’t One Account. It’s a Strategy.
Planning to retire at 55 changed the way I look at every retirement account. Instead of asking where to invest, I started asking what job each dollar needs to do. Retirement isn’t one account. That’s probably the biggest financial lesson I’ve learned over the past few years. I used to think retirement planning was simple.…
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What Working With Wealthy Clients Taught Me About Building Wealth
I spend my days helping high-net-worth clients. I expected to learn more about banking. Instead, I learned how they think about money—and it completely changed how I use my own paycheck. When most people hear “private banking,” they picture fancy offices and enormous bank accounts. They’re not wrong. But what surprised me wasn’t how much…