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!