Young and the Invested
@youngandinvested.bsky.social
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The official Bluesky account for Young and the Invested and WealthUpdate.
Shred or Save? Your Guide to Which Financial Documents to Keep
#documents
#financialdocuments
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Shred or Save? Your Guide to Which Financial Documents to Keep
Some financial documents are 'keepers,' but others are unnecessary and leave you open to fraud. Here's what to save and what to shred promptly.
https://wealthup.com/financial-documents-to-save/
about 7 hours ago
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Am I Too Old for a Roth Conversion?
#rothira
#rothconversion
#investing
#retirement
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Am I Too Old for a Roth Conversion?
Age is an important factor when deciding if you should do a Roth conversion. These are the pros and cons of a conversion at every decade of your life.
https://youngandtheinvested.com/too-old-for-roth-conversion
3 days ago
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3 Best Preferred Stock ETFs to Buy [High Income From 'Hybrids']
#dividends
#income
#highyield
#PreferredStock
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3 Best Preferred Stock ETFs to Buy [October 2025]
Despite the name, preferred stocks get second billing when it comes to media attention. But they're a helpful tool for income investors.
https://youngandtheinvested.com/preferred-stock-etfs/
4 days ago
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Catch-Up Contributions Are Changing in 2026. Are You Ready?
#retirement
#investing
#saving
#401k
#403b
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Catch-Up Contributions Are Changing in 2026. Are You Ready?
Catch-up contribution legislation has changed. Are you up to date on the most recent rules? Here's who qualifies for catch-up contributions and how they work.
https://wealthup.com/catch-up-contributions/
4 days ago
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IRS Raises Standard Deduction for 2026 [Find Your Deduction]
#taxes
#standarddeduction
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IRS Raises Standard Deduction for 2026 [Find Your Deduction]
Standard deduction amounts are adjusted each year to account for inflation, which helps taxpayers by increasing their deduction nearly every year.
https://youngandtheinvested.com/standard-deduction-2026/
10 days ago
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What’s Your Capital Gains Tax Rate? [2025 + 2026]
#capitalgains
#taxes
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What’s Your Capital Gains Tax Rate? [2025 + 2026]
How do you determine the proper capital gain tax rate? When you drill down a bit, you’ll see it depends on several different factors.
https://youngandtheinvested.com/capital-gains-tax-rate/
10 days ago
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What Is the Gift Tax Exclusion for 2026?
#taxes
#gifttax
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What Is the Gift Tax Exclusion for 2026?
Both the annual gift tax exclusion and the lifetime gift tax exemption were bumped up to account for inflation.
https://youngandtheinvested.com/gift-tax-exclusion/
10 days ago
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2026 Federal Tax Brackets Released: What Rate Will You Pay?
#taxes
#taxbrackets
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2026 Federal Tax Brackets Released: What Rate Will You Pay?
Yes, the 2025 filing date is still months away. But the 2026 tax brackets are out, allowing you to start planning for the 2026 tax year.
https://youngandtheinvested.com/federal-tax-brackets-2026/
10 days ago
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Federal Tax Brackets and Rates [2025 + 2026]
#taxes
#taxbrackets
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Federal Tax Brackets and Rates [2025 + 2026]
When filing your 2025 federal income tax return, the amount of tax you owe will be based on which of the seven different tax brackets you fall into.
https://youngandtheinvested.com/federal-tax-brackets-rates/
10 days ago
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What Is the Standard Deduction? [2025 + 2026]
#taxes
#standarddeduction
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What Is the Standard Deduction? [2025 + 2026]
Around 90% of all taxpayers claim the standard deduction on their federal tax return. See how much it can reduce your taxable income.
https://youngandtheinvested.com/standard-deduction/
10 days ago
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10 Dividend-Growth Stocks That Wall Street Loves Now
#dividends
#dividendstocks
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10 Dividend-Growth Stocks That Wall Street Loves Now
These dividend-growth stocks boast at least a decade of rising payouts and a large bull camp among the analysts that cover them.
https://youngandtheinvested.com/best-dividend-growth-stocks/
14 days ago
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reposted by
Young and the Invested
Conor Sen
17 days ago
It’s 8:30.
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6 Disadvantages of 401(k) Plans Every Investor Should Know
#401k
#investing
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6 Disadvantages of 401(k) Plans Every Investor Should Know
A 401(k) is a simple and useful investment vehicle, but it's not without its flaws. Here are some of the drawbacks of a 401(k) account.
https://youngandtheinvested.com/drawbacks-of-a-401k/
17 days ago
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The 10 Best-Rated Dividend Aristocrats Right Now
#dividendaristocrats
#dividends
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10 Best-Rated Dividend Aristocrats Right Now [October 2025]
Every Dividend Aristocrat is special in the eyes of income investors. But the analyst community favors these 10 S&P 500 Aristocrats over the rest.
https://youngandtheinvested.com/best-dividend-aristocrats/
19 days ago
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The 9 Best Dividend Funds You Can Buy Now
#dividends
#mutualfunds
#income
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9 Best Dividend Funds You Can Buy [September 2025]
Do you want more equity income than "the market" provides? These dividend funds deliver significantly better yield.
https://youngandtheinvested.com/best-dividend-mutual-funds-to-buy/
24 days ago
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7 Roth IRA Conversion Mistakes to Avoid
#IRA
#RothIRA
#RothConversion
#retirement
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7 Roth IRA Conversion Mistakes to Avoid
A Roth conversion can change your retirement for the better, but only if done correctly. These are some costly conversion mistakes to avoid.
https://youngandtheinvested.com/roth-ira-mistakes/
27 days ago
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10 Household Items You Should Sell Before Retirement
#retirement
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10 Household Items You Should Sell Before Retirement
Retirement should be a phase of your life when you have more time and less unnecessary stuff. These are some of the best items to sell before retiring.
https://wealthupdate.co/household-items-sell-before-retirement/
about 1 month ago
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add a skeleton here at some point
about 1 month ago
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10 Ways Tariffs Affect Small Businesses
#tariffs
#smallbiz
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10 Ways Tariffs Affect Small Businesses
Small businesses are more affected by tariffs than larger companies. These are the changes small businesses can expect in the new tariff-heavy environment.
https://wealthupdate.co/how-tariffs-affect-small-businesses/
about 1 month ago
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August's nonfarm payrolls report showed a continuation of weakness in the U.S. economy.
add a skeleton here at some point
about 2 months ago
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6 Major Ways the OBBB Affects Your Business Taxes
#OBBB
#taxes
#businesstaxes
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6 Major Ways the OBBB Affects Your Business Taxes
Here are some of the most important changes (and continuations) that the One Big Beautiful Bill (OBBB) made to the business tax code.
https://wealthupdate.co/obbb-business-taxes/
about 2 months ago
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10 Products You Should Always Avoid at Dollar Stores
#dollarstores
#shopping
#saving
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10 Products You Should Always Avoid at Dollar Stores
Despite the promising names, dollar stores don't always have the best deals. These are the items you should put on your dollar store "Don't Buy" list.
https://wealthupdate.co/avoid-buying-at-dollar-stores/
about 2 months ago
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10 Surprising Home Depot Freebies
#homedepot
wealthupdate.co/home-depot-f...
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10 Surprisingly Free Things Home Depot Offers
Home Depot offers many free services and items, but these perks aren't always widely advertised. These are some of the must-know freebies.
https://wealthupdate.co/home-depot-freebies/
about 2 months ago
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10 Products You Should Always Avoid on Amazon
#Amazon
#shopping
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10 Products You Should Always Avoid on Amazon
Amazon products can be hit-or-miss. This is your guide to which Amazon products you should never buy. Your wallet, safety, and sanity will thank you.
https://wealthupdate.co/amazon-products-to-avoid/
2 months ago
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10 Unique Trader Joe’s Products That Keep People Talking
#traderjoes
#groceries
#shopping
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10 Unique Trader Joe's Products That Keep People Talking
Tired of the same old foods? Trader Joe's is known for offering items with intriguing flavor profiles. Check out some of the store's most interesting items.
https://wealthupdate.co/unique-trader-joes-products/
2 months ago
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July Inflation Below Estimates, But Core CPI Hotter Than Expected
#CPI
#inflation
#tariffs
add a skeleton here at some point
2 months ago
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10 Questions to Ask Yourself Before Making a Purchase
#spending
#saving
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Avoid Buyer's Remorse: Ask Yourself These 10 Questions Before Buying
Are you prone to buyer's remorse? You can prevent it by always asking yourself certain questions before making a purchase.
https://wealthupdate.co/questions-before-buying/
2 months ago
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The 10 Best-Rated Dividend Aristocrats Right Now
#dividends
#dividendaristocrats
#income
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10 Best-Rated Dividend Aristocrats Right Now [August 2025]
Every Dividend Aristocrat is special in the eyes of income investors. But the analyst community favors these 10 S&P 500 Aristocrats over the rest.
https://youngandtheinvested.com/best-dividend-aristocrats/
3 months ago
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Top 10 Grocery Stores Ranked by Value
#groceries
#shopping
#saving
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Top 10 Grocery Stores Ranked by Value
Value is a crucial factor when grocery shopping. These are the grocery store brands survey respondents believe offer the best value.
https://wealthupdate.co/best-value-grocery-stores/
3 months ago
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July Jobs Growth Slows, Prior Months' Numbers Heavily Reduced
#jobs
#unemployment
#economy
add a skeleton here at some point
3 months ago
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10 Retirement Questions: Are You Ready to Leave the Workforce?
#retirement
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10 Retirement Questions: Are You Ready to Leave the Workforce?
Do you have doubts about calling it a career? Answer these questions to determine whether you should retire now or put off retirement.
https://wealthupdate.co/retirement-questions/
3 months ago
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10 Common Social Security Mistakes You Should Know
#socialsecurity
#retirement
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10 Common Social Security Mistakes You Should Know
Social Security is complicated and you could make mistakes that leave you less financially prepared for retirement. Here are some of the most common mistakes.
https://wealthupdate.co/social-security-mistakes/
3 months ago
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How to Plan for Health Care Expenses in Retirement
#retirement
#healthcare
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How to Plan for Health Care Expenses in Retirement
Are you worried about how expensive health care costs may be in retirement? Let's go over some of the best ways to plan for health care expenses in retirement.
https://wealthupdate.co/health-care-expenses-in-retirement/
3 months ago
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Import Slump Drives Sharp Recovery in Q2 GDP
#GDP
#imports
#tariffs
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Import Slump Drives Sharp Recovery in Q2 GDP
America's gross domestic product (GDP) rebounded strongly during the second quarter as Q1's tariff-fear-driven surge in imports fizzled out in Q2.
https://wealthupdate.co/import-slump-drives-sharp-recovery-in-q2-gdp/
3 months ago
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Is a Roth Conversion Worth the Tax Bill? What to Weigh Before You Act
#roth
#rothira
#rothconversion
#taxes
#investing
#retirement
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Is a Roth Conversion Worth the Tax Bill? What to Weigh Before You Act
We'll show you the variables that can help you determine whether a Roth conversion makes sense for your unique financial situation.
https://youngandtheinvested.com/roth-conversion-considerations/
3 months ago
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10 Military Discounts You Don't Want to Miss
#military
#savings
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10 Military Discounts You Don't Want to Miss
Many companies offer military discounts, but they aren't always widely advertised. Here are some of the military/veteran discounts that you don't want to miss.
https://wealthupdate.co/military-discounts/
3 months ago
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Social Security Timing: 7 Questions to Pinpoint Your Perfect Starting Age
#socialsecurity
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Social Security Timing: 7 Questions to Pinpoint Your Perfect Starting Age
There isn't a one-size-fits all answer for what age you should start collecting Social Security. Ask yourself these questions to find the optimal age for you.
https://youngandtheinvested.com/social-security-timing-questions/
3 months ago
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10 Costco Tips & Tricks All Shoppers Should Know
#costco
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10 Costco Tips & Tricks All Shoppers Should Know
Are you making the most of your Costco membership? Adopting these tips and tricks can upgrade your Costco trips to a whole new level.
https://wealthupdate.co/costco-shopping-tips/
3 months ago
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reposted by
Young and the Invested
Kyle Woodley ⭐️⭐️⭐️
3 months ago
Citi: "President Trump’s July letters have doubled down on his tariff-intensive strategy. Currently envisioned reciprocal tariffs, coupled with announced sectoral levies, could push the US effective tariff rate above 25%, surpassing 1930s peaks."
#tariffs
#taxes
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5 New Tax Deductions In the 'One Big Beautiful Bill'
#taxes
#taxdeductions
#obbb
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5 New Tax Deductions In the 'One Big Beautiful Bill'
The new law isn't just about extending existing tax breaks. It adds several new tax deductions that can save you big bucks.
https://youngandtheinvested.com/new-tax-deductions-obbb/
3 months ago
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June CPI: Inflation Speeds Up, Tariffs Starting to Creep In
#inflation
#CPI
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June CPI: Inflation Speeds Up, Tariffs Starting to Creep In
President Donald Trump's tariffs showed signs of rippling through the economy as consumer prices picked up in June.
https://youngandtheinvested.com/june-2025-cpi-inflation/
3 months ago
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5 Critical 'Last-Mile' Steps Before Retirement
#retirement
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5 Critical 'Last-Mile' Steps Before Your Retirement in 2025
Near the finish line toward retirement? If you plan to retire in less than a year, these should be your top priorities.
https://youngandtheinvested.com/steps-before-retirement/
3 months ago
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Our Guide to the New Senior Tax Deduction
#taxes
#seniordeduction
#taxdeductions
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Our Guide to the New Senior Tax Deduction
The new tax deduction for seniors is worth up to $6,000, but you can't claim it if your income is too high.
https://youngandtheinvested.com/senior-deduction/
3 months ago
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10 Sneaky Grocery Store Scams to Avoid
#spending
#groceries
#scams
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10 Sneaky Grocery Store Scams to Avoid
Groceries are expensive as it is, but some stores' tactics trick you into spending even more. These are some of the most common grocery store scams.
https://youngandtheinvested.com/grocery-store-scams/
3 months ago
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10 Highly Rated Member's Mark Products to Add to Your Shopping List
#samsclub
#membersmark
#shopping
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10 Highly Rated Member's Mark Products to Add to Your Shopping List
Sam's Club store brand Member's Market has a cult following for some products. These are some of the highest-rated and most praised items.
https://youngandtheinvested.com/highly-rated-members-mark-products/
4 months ago
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June Job Growth Surprises to the Upside
#jobs
#employment
#unemployment
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June Jobs Report: Payroll Growth Surprises to the Upside
June's employment situation came in better than expected, in a sharp contrast to ADP numbers suggesting the U.S. economy lost jobs last month.
https://youngandtheinvested.com/june-2025-jobs-report/
4 months ago
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3 Dandy Dividend-Growth ETFs to Buy
#dividends
#ETFs
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3 Dandy Dividend-Growth ETFs to Buy
Want your dividend stocks to pay you more tomorrow than they do today? Consider these dividend-growth ETFs.
https://wealthupdate.co/dividend-growth-etfs/
4 months ago
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Dynasty Trusts: A Beginner's Guide to Passing Down Wealth
#retirement
#trusts
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Dynasty Trusts: A Beginner's Guide to Passing Down Wealth
Dynasty trusts let you pass wealth through multiple generations in a tax-savvy way. Let's discuss how they work, the tax advantages, and how to set them up.
https://youngandtheinvested.com/dynasty-trusts/
4 months ago
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How to Avoid Medicare's Late Enrollment Penalties
#medicare
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Don't Overpay for Medicare: How to Avoid the Late Enrollment Penalty
If you miss Medicare enrollment deadlines, you may have to pay monthly premium penalties. These are the deadlines and penalties if you sign up late.
https://youngandtheinvested.com/medicare-late-enrollment-penalty/
4 months ago
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