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Deep Dive into 401(K)s - We're Not O(K) Leaving Money on the Table!
I recently resigned from my corporate job to pursue an entrepreneurship fellowship. One of the things that was on my mind as I was...
wealthonthe7
Mar 25, 20243 min read


Reclaim Your Credit Profile ... Four FREE Online Tools to Improve Your Credit Health
This past weekend I sat down with my dad to talk about his outstanding credit card balances. My dad, like many other working-class...
wealthonthe7
Jan 28, 20244 min read


2023 Wealth Wrap: 3 Financial Housekeeping Tips to Consider to Close the Year Strong!
Before we dive into our last post for 2023, I'd like to take a moment to thank you for your readership, feedback, and support this year!...
wealthonthe7
Dec 25, 20235 min read


Back to the FUND-amentals: Comparing Mutual Funds, Index Funds, and ETFs
We couldn't start this week's WealthOnThe7 without some wordplay: Let's go back to the FUND-amentals. When it comes to asset...
wealthonthe7
Dec 5, 20233 min read


Dollar Cost Averaging (DCA) Explained
Let's set the scene. Imagine you finally decided on a broker (e.g. Fidelity, Schwab, M1 Finance, etc.) for your investment goals -...
wealthonthe7
Oct 8, 20234 min read


Roth IRA - DIY Tour
As one of the most versatile and tax-efficient retirement accounts among the broader selection (e.g. tax-free growth instead of...
wealthonthe7
Sep 11, 20234 min read


Crippling Credit Card Debt? Regain Control with These 3 Strategies.
Image Source: Till Lauer, The New York Times Let's face it: today's society has made high consumer debt a taboo, a reflection of lack of...
wealthonthe7
Jun 4, 20235 min read


Hiya, HYSA!
Cash is king, especially at a high-yield savings account (HYSA)! In this week's episode of WealthOnThe7, we explore what a HYSA is, why...
wealthonthe7
May 2, 20233 min read


A Random Walk Down el Mercadito
When I was a kid in Ecuador, my mom used to take me to a fruit and vegetable market in the town plaza - el mercadito. Eagerly, I would...
wealthonthe7
Mar 14, 20234 min read


Yes, Even Your YMCA Summer Job Can Help You Start Planning for Retirement: Roth IRA Edition
Our previous retirement post focused on the myriad of retirement accounts available to the everyday person - this blog post will walk you...
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Jan 29, 20234 min read


Son of a Budget!
We get it. Budgeting is not everyone's best friend, at least not at first. To many folks, the mere invitation "to budget" incites...
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Jan 8, 20233 min read


Let's Keep Our Options Open ...
As the holiday season approaches, you might find yourself window shopping more than usual. When you come across that beautiful red dress...
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Dec 11, 20227 min read


A Tale of two Credits
“It was the best of times, it was the worst of times.” Charles Dickens reminds us that even in the 21st century, we live in a world where...
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Dec 1, 20225 min read


Account Names Galore: Brokerage, Roth IRA, 529 Plan and More
It's a sweltering July summer day and you make your way down to the beach ready to build a sand castle. Suddenly, you realize there are 3...
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Nov 27, 20224 min read
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