Financial Planning for Childfree and Permanently Childless people

Useful Articles and Resources

Using the Financial Planning Pyramid to Grow… or to Just Get Started!

What is so helpful about the Financial Planning Pyramid is that it offers a framework to gradually build a solid financial structure. You can work your way, brick by brick, toward building the full pyramid. Each of the bricks involves a few considerations.

Financial Planning

Fourth Meeting with a CFP® - Benefits and Budgeting

Dr Jay sits down with Anna and Grant to do talk about open enrollment, health care benefits and budgeting.

What is an annuity?

There are a lot of avenues to retirement, and one you may have heard of is annuities. What is an annuity, and are they appropriate for Childfree people?

Financial Planning

Should I Set Up a Roth IRA?

A Roth IRA is a type of investment account that you don’t ever pay taxes on once you’ve put money into it. As with anything, there are exceptions to the rule, but the Roth IRA can be an extremely powerful tool when it comes to your finances.

Financial Planning

Third Meeting with a CFP® - Goal Setting and Budgeting

Dr Jay sits down with Anna and Grant to do ongoing work withtheir goals and budget.

What is compound interest?

“Compound interest is the 8th wonder of the world. He who understands it, earns it; he who doesn't, pays it.” – Albert Einstein

The How and Why of Backdoor Roth Conversions

Backdoor Roth Conversions are a creative way of getting around income limits for contributing to a Roth IRA if you can meet the requirements for it to work.

Financial Planning

Can I Take a Loan From My 401(K)? (and should I?)

For those who want the quick answer: Yes, 401K loans exist on many (maybe even most?) plans! That said, there are lots of rules and pitfalls in taking 401K loans so read further for more information.

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