Financial Planning for Childfree and Permanently Childless people
Useful Articles and Resources
Mar 21, 2023
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.
Mar 2, 2023
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.
Feb 27, 2023
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?
Feb 1, 2023
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.
Jan 31, 2023
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.
Jan 30, 2023
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
Jan 29, 2023
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.
Jan 28, 2023
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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Childfree Wealth testimonials were given by current clients. No Cash or non-cash compensation was provided for the testimonial. There are no material conflicts of interest between Childfree Wealth and the person giving the testimonial. Investment advisory services are offered through Childfree Wealth, an SEC registered investment advisor. Registration does not imply a certain level of skill or training. All written content on this site is for information purposes only.