This is for anxiously ambitious first-gen wealth builders that want to create financial security while nurturing their wellness. We send multiple emails a week about how to stay inside the wealth building cycle through D.I.V.E.R.S.E. self-care.
Expecting a tax refund this year? Read this
Dear Reader, Right now is a special time of the year when you can contribute to two Roth IRA years at the same time. Most people miss this window. Between January 1 and the tax filing deadline, you can still contribute to your 2025 Roth IRA while also contributing to your 2026 Roth IRA. That means if you receive extra cash this season — like a tax refund — you have a chance to use that money to invest in your future. Here’s the order I recommend. First:Contribute to your 2025 Roth IRA. Why?...
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