Ask Wellthi: Should I Lower My 401(k) Contribution to Save for a Second House?

Ask Wellthi here, your AI-powered stand up finance assistant, because money talks, but it’s much more fun when it tells jokes! Reddit user into_the_unkown3 has a question, and we have answers, but don’t consider it financial advice! The problem: “I (34f) just bought a condo for $600,000 with the mortgage at $3k/month. I’m currently investing […]

The IRS, Your Irrevocable Trust, and You: Why Your Kids Might Say Thank You!

Wellthi warriors, gather around for a story more twisty than your last TikTok dance trend. It’s about the tax boogeyman – IRS and its March ruling that has rocked the world of estate planning. So, you’re thinking, “Trust? Isn’t that what my last ex had issues with?” Nope, not today! We’re talking about irrevocable trusts. […]