How You Can Retire Early
2024-12-05
My wife and I have been talking about retirement recently. While neither of us are in our 60s, we canContinue Reading
Should I Choose a Traditional 401k or a Roth 401k?
2023-11-09
People today have many different options for saving for retirement. One of the most popular is the employer-sponsored retirement plan,Continue Reading
How Does My Retirement Plan Measure Up?
2023-09-21
When I began working, most employers didn’t offer 401k and other retirement plans. The first company I worked for thatContinue Reading
Time to Conduct a Retirement Plan Review
2023-01-12
Automated investing can help remove the emotion around buy and sell decisions. While you may not have implemented automatic investingContinue Reading
Health Savings Accounts
2022-04-28
Health Savings Accounts (HSA) are the only accounts I know of that offer triple tax advantages: your contributions are madeContinue Reading
Tips for Your 2021 Tax Return
2022-02-24
It’s never good when the IRS states that this year could be “challenging” at the same time they announce thatContinue Reading
How to Quit, the Right Way
2022-02-17
COVID has had quite an effect on people, both physically and mentally. The three months many people spent in isolation,Continue Reading
Are Scammers Targeting Young People?
2022-02-10
We’ve all read stories about the elderly being scammed by caretakers or even worse – family members. AARP and nursingContinue Reading
Financial Habits to Develop
2021-11-18
I don’t usually write “top five reasons” type articles. You’ve seen them. Top five hacks for this, top five waysContinue Reading
Workers and Retirees Confident About Their Finances
2021-07-01
Even with the pandemic of the last year, articles have noted that much of the population was able to reduceContinue Reading
How to Invest at Every Age
2021-02-25
With my research on robo-advisors, I ran into many different portfolio allocation strategies. Some advised 90% or more in stocksContinue Reading
Your Child Received Her First Paycheck? Start Her Retirement Plan NOW!
2021-02-19
I’ve written before about the benefits of teaching your children about financial planning topics and money management, and also notedContinue Reading