DiversiFi Capital 10/16/26 DiversiFi Capital 10/16/26

Retirement Account vs. Brokerage Account: Where Should You Save?

In this post, we break down how to think about allocating savings between retirement accounts vs. brokerage accounts, how that balance shifts over time, and how to approach the tradeoff between efficiency and flexibility.

DiversiFi Capital 8/5/26 DiversiFi Capital 8/5/26

Required Minimum Distributions 101

In this post, we'll cover what RMDs are, who has to take them and when, how they're calculated, and what happens if you miss one.

DiversiFi Capital 5/12/26 DiversiFi Capital 5/12/26

Education Planning for Kids: Saving Without Sacrificing Retirement

In our recent webinar for parents, we discussed how education planning for kids often feels urgent but rarely requires immediate perfection. Instead, families can benefit from thinking about education savings as part of a broader financial plan that balances multiple long-term priorities.

DiversiFi Capital 11/19/25 DiversiFi Capital 11/19/25

8 Things You Should Consider When Starting a New Job

In this post, we’ll walk through the top things to consider when starting a new job, from understanding your compensation package to planning for taxes and beyond.

DiversiFi Capital 10/10/24 DiversiFi Capital 10/10/24

Mega Backdoor Roth Guide

In this post, we’ll dive into what the Mega Backdoor Roth is, how it works, what to consider before investing, potential tax benefits, and the next steps you should take if you are interested in investing.

DiversiFi Capital 9/27/23 DiversiFi Capital 9/27/23

Deep Dive: Backdoor Roth IRA vs. Mega Backdoor Roth 401(k)

What’s the difference between a backdoor Roth IRA and a Mega backdoor Roth 401(k)? Let’s dive into it!