Investing
Matt Schuberg, CFP®Index Funds vs Target Date Funds: How to Decide
Index funds vs target date funds: one is a self-rebalancing bundle, the other is yours to manage. See the real fee gap and how to pick in about ten minutes.
·7 min read
Investing
Investing articles from the Planned team.
Matt Schuberg, CFP®Investing
Matt Schuberg, CFP®Roth IRA vs Traditional IRA in Your 30s (2026)
In your 30s a Roth IRA usually wins: you pay tax now at a lower rate and withdraw tax-free later. Here are the 2026 limits, income cutoffs, and exceptions.
·7 min read
InvestingMatt Schuberg, CFP®Investing 101: A Beginner's Guide to Growing Wealth
New to investing? This beginner's guide covers stocks, bonds, index funds, and how to start growing your wealth with confidence in 2026.
·8 min read