The Financial (Fashion) Planner

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Living With Money Podcast Episode 98

By: Maureen.Wright December 5, 2019

Career, Fashion, Finance, UncategorizedHuber Financial, living with money, Maureen Wright, personal finance, Personal Finance blog, personal finance podcast, Tim MulloolyLeave a Comment

So excited to finally share with you all the podcast episode I recorded with Tim Mullooly on his Living with Money podcast! It was such a fun but nerve wrecking episode to record because it was my first time talking openly about my blog, The Financial Fashion Planner, and the catalyst for creating a blog…

What's a Taxable Account?

By: Maureen.Wright December 2, 2019

Finance, UncategorizedFinancial Goals, investment accounts, investment strategy, investments, long-term goals, retirement accounts, retirement savings, roth ira, taxable account, Traditional IRALeave a Comment

Have you heard the term taxable account before? If not taxable account, perhaps you’ve heard it referred to as a brokerage account or investment account. Through my client interactions, I’ve learned that this is not a well known investing term but nonetheless an important term to understand. Especially for those of you looking to accumulate…

To Roll or Not to Roll?

By: Maureen.Wright November 22, 2019

Finance, Uncategorized401(k), 403(b), backdoor roth contribuitions, employer benefits, Financial Goals, IRA, orphan 401(k), personal finance, Personal Finance blog, Retirement Plan, retirement savings, rollover ira1 Comment

What should I do with my old 401(k)? This is a a question I get often from friends and family. If you are in the middle of switching careers, your former employer 401(k) can often get lost in the shuffle. As a quick recap, a 401(k) is one of the many benefits provided to employee’s…