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Investing + Retirement
New Retirement Contribution Limits and Why You Might Want to Ignore Them
Saving for retirement can be intimidating and overwhelming. It can often feel like a huge and unattainable goal. It’s crazy how many 20 and 30 somethings are already panicking about retirement, and
Is $1 Million Really Enough to Retire?
How much money you will need to retire has many factors. Many people aspire to be 401(k) millionaires. It’s a great aspiration. Saving $1 million by the time you retire is a tangible and achievable
How to Have Hard Financial Conversations with Your Parents (And Why You Need To)
The holidays can already be a bit strained, are we really suggesting you add tough financial conversations to the mix? Maybe. Hear us out. 35-40% of Stash’s H.E.N.R.Y.s™ tell us they are plan
Skydiving Should Have Nothing To Do With Your Portfolio
If you’ve ever used any kind of ‘traditional’ financial advisor, you’ve probably been asked about skydiving. Not familiar with this experience? Here’s what it’s like. You are asked a series
The Roth IRA In A Nutshell
It’s no surprise that we are fans of the Roth IRA. We’re not the only ones. A lot of blogs mention it as a great vehicle for retirement savings. While we agree it’s a pretty sweet deal and Millenni
3 Things To Do Before You Start Investing
Are you ready to start investing? You probably are because the sheer nature of investing points to the fact that the sooner you start, the more successful you’ll be. Not to mention the fact that as
What to do With Your Old 401(k) When You Switch Jobs
We work with a lot of high earners who have several old 401k or other retirement accounts lying around. They want to know what they can do with the money. Can they withdraw it? Should they roll it
3 Reasons to Stop Obsessing Over Market Performance
Clients often ask us about the stock market performance. They’re worried about a recent down turn, wondering if they should invest in Snapchat, etc. We get it! It’s easy to get swept up in stories
Should You Borrow From Your 401(k) For Your Wedding?
Quick refresher: your 401(k) is an account provided by your employer in which you can save money for retirement. That amount you choose to save gets the advantage of being tucked away before you pa