May 30, 2024, 2:53:16 PM
The 4 Most Common Investment Vehicles
The 4 Most Common Investment Vehicles - Stocks, Bonds, Mutual Funds, & ETFs
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Retire confidently. Invest smarter.
Straight-talking guides on retirement income, taxes, and investing - no jargon, no sales pitch.
Article archive
Practical retirement planning, one post at a time.
May 30, 2024, 2:52:43 PM
5 Things To Consider Before Investing
Prior to online brokerage accounts and easy access to investment markets, there was a little more upfront homework and education that was required in order to invest. In my opinion requ...
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May 30, 2024, 2:30:27 PM
401(a) vs. 401(k): What you need to know
Both 401(a) and 401(k) plans are Qualified Retirement Plans - also known as employer sponsored retirement plans.
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May 30, 2024, 2:28:05 PM
Rollovers For Dummies: What is a Rollover?
A retirement account rollover refers to an asset transfer of retirement funds or investments from one retirement account to another.
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May 30, 2024, 2:21:08 PM
What You Need to Know About 457b Retirement Plans
A 457 b is a tax advantaged retirement savings plan available to some state and local government employees as well as some non-profit organizations.
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May 30, 2024, 2:07:29 PM
Saving for Retirement Comes Before Investing for Retirement
Broadly speaking, all of us are broken into two financial phases - the accumulation phase, or the distribution phase. The accumulation phase is optimized by planning for two things. Pla...
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May 30, 2024, 2:03:22 PM
The Quickest Way to Blow Up Your Retirement Plan
The quickest way to blow up your retirement plan is by relying on straight line rate of return assumptions that do not reflect the reality that markets NEVER actually have the same rate...
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May 30, 2024, 2:02:50 PM
Why I Don’t Recommend Investment Real Estate To My Clients (FOR NOW)
In many cases investing in residential real estate is not consistent with retiree or pre-retiree’s goals. Evaluating whether to include investment real estate in your retirement plan is...
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May 30, 2024, 2:01:28 PM
You NEED to Open a High Yield Savings Account TODAY
You’re losing time and money if you have cash sitting in traditional checking or savings accounts. You NEED to open a High Yield Savings Account TODAY.
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May 30, 2024, 1:54:01 PM
Creating Your Ideal Retirement Income Plan: Key Steps
Discover key steps to create your ideal retirement income plan, ensuring financial security and stability throughout your golden years with expert strategies.
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The Comprehensive Retirement Roadmap
How to retire knowing nothing was missed.
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When do you have enough saved?
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How much can you spend?
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