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Wealth Strategies.

Essays, arguments, and long thoughts for readers willing to stay with an idea a little longer.

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Illustration of a parent calculating 529 plan math to save for a child’s college and their own retirement
Wealth Strategies

Struggling with 529 Plan Math? Save for Kids and Your Future

Saving for your child’s education doesn’t have to mean sacrificing your retirement or getting lost in complicated 529 plan math. This guide breaks it…

benimoney13 MIN · JUL 19
Illustration comparing 401(k) and IRA investing math with charts, numbers, and a calculator.
Wealth Strategies

401k vs IRA: The Mathematical Comparison

Confused by 401(k) vs. IRA? This simple, stress-free breakdown shows how employer matches, fees, taxes, and contribution limits can add up to thousands over…

benimoney12 MIN · JUL 19
Illustration of the 4% rule for retirement withdrawals with calculator and savings chart.
Wealth Strategies

4% Rule Explained: How to Safely Withdraw for Life

Wondering how much you can safely withdraw in retirement without running out of money? This simple guide breaks down the 4% rule in plain…

benimoney10 MIN · JUL 19