September 28, 2023|Blog
September is National College Savings month. Saving for college is a top financial priority for most parents, but it’s easy to overlook one very important detail—the ways that saving for college could impact your taxes. How you save… more
August 24, 2023|Blog
Finding yourself suddenly single can be challenging at any age, especially if you were partnered for a long time. That’s what inspired us to create Opal’s Divorce and Money Guide. But those who are nearing retirement age (or… more
July 26, 2023|Blog
With a 401(k), your contributions are tax-deductible, and you might get an employer match to boot. You also won’t be taxed until you make withdrawals in retirement. Many 401(k)s are set up as target-date funds, meaning they automatically… more
June 27, 2023|Blog
If you’re like most high-net-worth individuals, you’ve worked hard to get to where you are. Accumulating wealth rarely happens overnight, and you’re probably growing toward an even more abundant future. As you continue on that path, it’s important… more
May 25, 2023|Blog
Roth IRAs have been around for more than 20 years now. Which is long enough, it would seem, for retirement savers to have heard about the tax benefits they offer. Yet, many Americans still aren’t using a Roth… more
April 27, 2023|Blog
If you’re in your 50s, chances are you’re on the home stretch of your working years and looking ahead to retirement. As you get closer to leaving the workforce, it’s a great time to take stock of your… more
March 31, 2023|Blog
The gender investing gap is real—and a lack of confidence may have something to do with it. Many women assume that they lack the skills and knowledge to invest. While research does suggest that women are less confident… more
February 28, 2023|Blog
There’s no secret recipe for a healthy relationship, but experts say that emotional responsiveness is a huge factor. At the end of the day, we want to feel like our partner is there for us and responding to… more
January 12, 2023|Blog
The way you approach retirement saving may be changing, thanks to a new spending bill that was recently signed into law. The Securing a Strong Retirement Act (SECURE 2.0) builds on the SECURE Act of 2019. It introduces… more