Post by Darren Bloomfield, RPLU

Know your goals! Here are some of mine: *Coast FI planning *Track my income and expenses monthly (don't go negative) *Max out/ contribute as much as possible to tax advantaged accounts (401k/ IRA/ HSA) *Maintain a health emergency fund (6 month minimum of current monthly spending) * Gain credit card rewards and achieve goals (targeting American Airlines Gold status) - credit card use is OK/ Credit card debt NO way! “Which investments belong in Roth vs. traditional vs. taxable accounts?” “Should I hold STZ, HD, COST, etc. in taxable or retirement?” “Should I contribute Roth or pre-tax given income now vs. future?” “Should I leave excess cash in HYSA, invest it into the market, or put it toward mortgage principal? What creates the highest long-term expected value?” https://lnkd.in/gWVu-TuR #personalfinance #moneytips #financialfreedom #investing #wealthbuilding #financialplanning #FIREcommunity #financialcoach