4 Critical Things to Know About 401k Vesting Schedules
July 22, 2019
What is a 401k? A 401k is an employer-sponsored retirement account where employees can contribute a set amount or a percentage of their wages into an investment account which can then be used later fo..
Traditional IRA vs. Roth IRA vs. 401k
June 11, 2019
Congratulations! Landing on this page means that you are likely planning your retirement. While it might sound like an ordinary thing to do, most people don’t pay nearly as mu..
How to Use the 4% Rule to Thrive in Retirement
October 19, 2018
Look at most any magazine or news story related to your money and retirement, and you are going to see outrageously high numbers for what your nest egg should look like. And there is value in knowing ..
Why a Roth 401K Plan Makes Sense For You
September 11, 2018
Most everyone knows about a 401k plan. It is a typical benefit employers provide to help their employees save for retirement. While there are many benefits to investing in a 401k plan, there ar..
5 Investments to Diversify Your Retirement Portfolio
July 20, 2018
If you’re like the majority of Americans, you understand the importance of investing your money, but you don’t know where to put your money. Most people who do investment end up putting all their ..
4 Overlooked Benefits of A Roth IRA
June 20, 2018
You hear a lot about how great a Roth IRA is for saving for your retirement. After all, who wouldn’t want their money to grow tax-free and be able to withdraw it tax-free too? But there are some add..
How to Invest your Retirement Savings
February 19, 2018
If you’re just starting to invest for retirement, you may be making a big mistake without even realizing it. For decades, the industry drumbeat has been that stock investing is extremely challenging..
The Sneaky Way Inflation Hurts Your Investments
December 14, 2017
I’m certain if you watch any news coverage you have heard about inflation. But you might not know what inflation is all about or even how it affects your investments and your money in general. The t..
Here’s What Young Professionals Need to Know About Investing
November 16, 2017
Once you’ve started your career and are bringing home regular paychecks, it’s time to start thinking about investing. The sooner you start putting money away for the future, the sooner you’ll re..
Making Financial Plans for Retirement
October 31, 2017
As we journey through our working years, we typically have two major financial goals: To provide for ourselves during those working years, and to set aside some money for after we retire. The budgetin..
How to Live Like a Retired King
December 20, 2016
When you’re young and starting your career, the secret to wealth involves hard work and knowledge that will translate into a successful career. You can always make investments and continue to grow i..
Talking Retirement: How to Share Your Retirement Plan with Family
December 13, 2016
Planning for retirement can be a contentious issue – in large part because it brings up a lot of worries about both financial security and physical well-being – and this can cause people to avoid ..
Bad News: You Will Absolutely Need to Save More to Retire Comfortably
July 19, 2016
Hello everyone, I hate to bring bad news, but there is something going on around you, something you may have missed until now, but it is something we absolutely can no longer overlook as responsible i..
How the Future Will Dramatically Change Your Retirement
July 16, 2016
500 years ago it took a century for significant change to occur. Today, meaningful change can occur in months. It will be our ability to grasp these changes that will radically affect our lives for b..
For a Prosperous Retirement Master the 4 Phases of Wealth
June 8, 2016
The massive baby boomer generation is retiring and preparing to retire by the millions. According to The AARP 8,000 people turn 65 every day in this country. The biggest generation might be ready to r..
Your Retirement, Saved (In Under 10 Minutes)
July 16, 2015
Does retirement scare you? You’re not alone. According to the National Institute on Retirement Security, 51% of Americans are concerned that the COVID-19 pandemic has impacted their ability to save ..