Articles

No 401(k)?

No 401(k)?

No 401(k)? A 401(k) is a great way to save for retirement, but not all employers offer them. Only about 60% of American workers have the option to...

What Is Going on With the Bond Market?

What Is Going on With the Bond Market?

What Is Going on With the Bond Market? Many people are familiar with the classic 60/40 portfolio. This common strategy for retirees is composed of...

What is a Stock Split?

What is a Stock Split?

What is a Stock Split? Last month, Apple’s (AAPL) stock split on a 4-for-1 basis. This, along with some movement in Tesla (TSLA), caused the popular...

Common 401(k) Matching Mistake

Common 401(k) Matching Mistake

Common 401(k) Matching Mistake For many of us, our 401k account is our first foray into investing. It is also many people’s primary retirement...

Retirement Plans: Mega Backdoor Roth

Retirement Plans: Mega Backdoor Roth

Retirement Plans: Mega Backdoor Roth We all understand the importance of investing in tax-advantaged retirement accounts. These accounts provide a...

Insurance Review: Am I Covered?

Insurance Review: Am I Covered?

Insurance Review: Am I Covered? The events that have transpired this year have forced many of us to take inventory of the important things in life....

Teaching Your Kids Good Money Habits

Teaching Your Kids Good Money Habits

Teaching Your Kids Good Money Habits The American education system does not spend a lot of time teaching kids about personal finance. A study...

Which Type of Retirement Account?

Which Type of Retirement Account?

Which Type of Retirement Account? Since millions of Americans are currently changing jobs, we thought it would be a good time to review the various...

Are You Prepared For Retirement?

Grab our checklist to discover what issues you should consider before you retire.

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