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There are a lot of questions about retirement savings and investments.
With regards to savings, you need to know: How much to save (did you know that some people save too much)? How much savings you will you need for retirement? Where should you save? Should you save pre-tax (traditional, SEP & Simple IRAs, 401ks, 403bs, 457s, 529s, HSAs, etc…) or after-tax (Roth IRAs and 401ks)? How do you find more money to save?
And, there are probably even more questions about investments: What should you invest in (stocks, bonds, real estate, funds)? How should your investments change over time? How do your financial values impact your investment strategy? What is the ideal asset allocation for you? What should you do when the market swings wildly?
See below for articles covering the answers to these questions and more.
Don’t think you could possibly save more money for retirement? These tips will help you shift your mindset for a secure and happy future. Read now!
QCDs are a way to help great causes and those in need, but they are also a way to manage your tax exposure and avoid unpleasant surprises.
Evaluate the pros and cons of different orders of accounts for withdrawals. See how to make smart decisions about your choices.
Learn about the ideal withdrawal rate and the 4% rule. Plus, understand a more personalized approach to retirement withdrawals.
Knowing how to invest for retirement can be complicated and it is not an innate skill. However, you can do it with these 7 simple tips.
Monetary retirement investments are critical. Investing in your future health and happiness will pay the important dividends.
This conversation with Ryan VanGorder covers alternative investments, private markets, diversification, and the evolving nature of liquidity.
Everyone wants to know how much is enough. Here are 10 ways to find out how much savings or income is needed for happiness.
The ability to open a Solo 401k is a big perk for the self employed. Learn about 12 big advantages, including the huge contribution limits.
Policy expert, Andrew Biggs, discusses the so called “retirement crisis” and shares his thoughts on the solvency of Medicare and Social Security.
People often worry about the wrong things. You might be watching the stock market, but other metrics are significantly more important to most.
Is a retirement bucket strategy right for you? Learn how to calculate your buckets and model them in your financial plan.
What does it take to be the top 1%, 5%, 10%, or 50% for wealth in retirement? See how wealth is defined and where you stand.
Get valuable insights on retirement, purpose, and investing from Robert Brokamp, CFP, author, and a senior advisor at Motley Fool.
What is sequence of returns risk? Hint: timing is everything when it comes to withdrawing your savings. Find out how to maximize your retirement income for the long haul.
The Department of Labor is trying to enact a new rule designed to protect retirement savers. See if it will benefit you.
While most people do short term consumption smoothing, you really need it for your future financial security.
The best retirement investments depend entirely on you and your goals. Here are 18 great opportunities for you to consider. Read now!
There are a lot of potential Roth IRA mistakes to be made: 1) Not doing it, 2) Not knowing the rules, 3) Timing, 4) Poor planning, 5) Overlooking spouse… and more!
Behavioral finance can show you how to be happier, wealthier and achieve a better retirement. Explore 16 rules of thumb for a better future.
Learn about passive investing and explore why the approach is more cost efficient and produces better outcomes than active management.
Investment costs can be easily reduced without compromising returns. Follow these low cost investing guidelines.
Are you aware of just how much investing is costing you? Explore all the fees associated with your mutual funds and ETFs.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.