March Book Club RSVP & $5K Investment Challenge Accepted
Join us March 5, 2021 at 6pmCST via Zoom to discuss our book of the month and our $5K challenge progress (free to attend). Zoom link will be sent to this RSVP list. Borrow or purchase your book and start reading today!

Your Money Or Your Life by Vicki Robin and Joe Dominguez . Purchase book here:

What is the $5K Investment Challenge?
Challenge yourself to invest $5,000 toward retirement by the end of the year.
1. Make sure you have an emergency account. If you don’t, save for that instead.
2. Invest $5,000 in addition to what you contributed for 2020 (up to the IRS max) into your tax-deferred retirement accounts such as a 401K, 403B, 457 by year end.
3. If you’ve been investing a considerable amount, but not maxing, challenge yourself to max out your tax-deferred accounts up to the IRS limit of $19,500.
4. And if you can, additionally max your Roth IRA up to $6,000 (limit depends on income).

Why should I do it?
Workplace retirement plans and deferred compensation plans help you get rich by:
1. You pay less taxes and can then invest more money. You can lower your gross taxable income by $19,500 for a retirement account like a 401k and another $19,500 for 457b if you have it. (These are 2021 IRS limits)
2. Your invested money grows as the stock market grows at an average of 7% a year, year over year in the long run. $5,000 invested each year for 5 years can grow close to $36,000, that's almost $11,000 in growth (smart asset).
3. Most employers give you free money to invest. Who doesn’t like free money! That’s a 100% return!

How do I participate?
Complete this form so that we can track who’s in on the challenge! When you meet your goal, update your progress by completing the “Goal Met” form ( and we will send you something to commemorate your achievement!

What are the rules?
Ensure that you have an emergency savings account with 3-6 months of expenses first! If you need help budgeting, deciding how to invest in your retirement accounts, or how to retire early, enroll in a live workshop with Dr. Kisha ( Then invest in your tax-deferred accounts, Roth IRA, and brokerage accounts in that order!
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