Jay Zigmont's Blog, page 14
November 8, 2022
Struggling With 'Lifestyle Creep'? These Tips Can Help
You just got a raise at work or a new higher-paying job? Congratulations! Making more money can be a double-edged sword. Why? Two words: lifestyle creep.
November 7, 2022
A Portrait of Getting Started in Childfree life
Aurora is 26 and has recently chosen to be Childfree. She is working through what that means to her as she finds her place in the world.
November 6, 2022
What is a Backdoor Roth Conversion?
Most terms in the world of personal finance muddy the waters far more than they provide clarification. One of these terms is the Backdoor Roth Conversion which is often confused with the simpler Roth Conversion. Both can be useful strategies depending on your situation, but backdoor Roth conversions are a little bit more complex due to the potential pitfalls involved.
November 2, 2022
What is it like to meet with a CERTIFIED FINANCIAL PLANNER™?
Dr Jay sits down with Anna and Grant for their introductory meeting. See what it is like.
October 31, 2022
A Childfree Portrait of Too Many Choices
Autumn is 28 and has been married for almost a decade. Autumn is an actress, audiobook recorder, and writer. She hopes one day to publish her own book.
October 30, 2022
4 Common Money Mistakes and Bad Behaviors
Being financially literate means that you have a good grasp on your finances and have what are considered positive financial habits. Maybe you contribute to your retirement savings accounts regularly, keep an emergency savings fund on hand and work hard to pay down debt because you understand the consequences of accruing interest.
October 26, 2022
Live Alone? Here's 5 Tips to Manage Your Costs
Living alone is certainly not cheap, in either time or money. And that's especially true these days, as inflation has all of us paying more for goods and services.
October 24, 2022
Childfree Wealth's Guiding Principles
Principles matter. At Childfree Wealth, we have a set of principles that guide both our practice and the financial planning we recommend. In full transparency, we want to share our principles here.
October 4, 2022
New Report: Being Childfree may not make you rich, but it may make you happy.
We surveyed 299 Childfree people and looked at their life and finances.
September 28, 2022
Meet our Newest Childfree Wealth Specialist – Corrinne McKenna, MBA, CFP®
Childfree Wealth is proud to announce our newest Childfree Wealth Specialist, Corrinne McKenna, MBA, CFP®.
