Investments Archives - LifeSighted

Backdoor Roth IRA Contributions: An Awesome Opportunity for High-Earners

The Roth IRA is one of my top three favorite types of accounts for retirement savings due to the many long-term tax benefits Roth IRAs provide. Unfortunately, contributing directly to a Roth IRA isn’t available to everyone. If you either don’t have enough earned income or your income, in general, is too high, you will not be able to contribute directly to a Roth IRA. For those of you high-income earners who make too much, there is a nice little planning workaround to consider.

Sustainable Investing: Impact the Planet Using Your Retirement Portfolio

With all of the talk these days about climate change and what can be done, as a society, to lower our greenhouse gas emissions, I want to dive deeper with you into sustainable investing and what it might look like for you to invest sustainably. If you’re at all concerned with the evidence in favor of climate change that you’ve been seeing in the news lately and you are investing for retirement (which, if you’re a LifeSighted blog reader, you know you should be doing!), it’s worth understanding what sustainable investing is, why you should be investing sustainably, and how to go about investing sustainably.

Selling vs. Renting: Should I Sell My House or Rent It Out? A Financial Planner’s Perspective

Maybe you’re moving into a bigger house to fit a growing family, maybe you want to downsize, or maybe you’re relocating for work. Luckily, you’ve done such a good job planning that you have plenty in savings to cover the move and don’t have to sell your current house. Now you’re at a crossroads, though. What should you do — sell your house or use it as a rental?

Investment Technology and You – Comparing to a Traditional Advisor

I recently had a friend ask me how he could trust that a financial planner would be better than either robo-technology or him at picking a portfolio allocation and managing his investments over time. Since I imagine other people, like you, have the same question he does, I’ll share my answers to both my friend and you here.

Articles - Investments

Backdoor Roth IRA Contributions: An Awesome Opportunity for High-Earners

Sustainable Investing: Impact the Planet Using Your Retirement Portfolio

Selling vs. Renting: Should I Sell My House or Rent It Out? A Financial Planner’s Perspective

Investment Technology and You – Comparing to a Traditional Advisor

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