Retirement Savings and Investments

The first thing you need to do to gain financial control, is build emergency savings. Find out why and how much you need to have.

If you want to get ahead, you need to invest. Explore 6 reasons why investing is a critical factor for achieving financial goals.

Investing doesn’t need to be complicated. Here are 14 simple strategies to help you build long term wealth.

You know you need to save, but let’s figure out how much to save for retirement. Hare 6 easy ways to figure out the right number for you.

We hear a lot of horror stories these days about people saving too little, but the fact is that some people are actually saving too much for retirement. It is possible to have too much of a good thing…  It’s safe to say that my grandfather is one who saved too much because even though…

Over saving is by design by some and a mistake for others. Get advice for what to do if you think you are over saving from people who know.

What is a recession? The good news? Well, recession isn’t always so bad and you probably won’t know are in one until after it’s over.

Bloomberg’s Eric Balchunas discusses his new book (The Bogle Effect), ETFs, the future of financial advice, and more.

Roth conversions are a hot topic. Let’s make sure that the basics are covered: Find out what they are, how they work, and when or how to use them.

Impact investing – sounds exciting, but should it be for retirement? Find out if it is a good idea to support a cause with retirement funds?

The Internal Revenue Service (I.R.S.) is not usually thought of as an institution that adds a lot of value to our lives — to the contrary in fact. However, a few years ago, the researchers at the Center for Retirement Research at Boston College came up with a simple and relatively safe retirement withdrawals strategy…

Professor Malkiel discusses the latest edition of his legendary book and some of the biggest lessons from his own life.

See the impact of new 2023 and 2033 RMD ages on your projected retirement plans. Your taxes, income, and Roth strategies may have changed.

There are big retirement planning changes with passage of the Omnibus Spending Bill, including the SECURE Act 2.0. See how you are impacted.

Are RMDs desired income or a cost? Either way, preserve wealth with these 6 strategies for minimizing taxes on your withdrawals.

What is a Roth Conversion? Backdoor IRA? A Roth Conversion is when you convert money that you have in a traditional IRA to a Roth IRA. This is sometimes called a backdoor Roth IRA because instead of investing money in a Roth, you are converting money. With a conversion, you can get around both the…

Millionaires are nearly as worried as average savers about their retirement. Find out why.

Too good to be true? Explore 15 pros and cons of dividend stocks. Good for retirement income, but also expensive, confusing, and risky.

Bear markets aren’t so different from real life bear encounters. With both you want to remain calm and wait for the bear to retreat.

Explore how to use the Planner to model bear market scenarios. See what might happen over the next year or two with your investments.

Creating a retirement investment plan for after you retire is downright complicated. Explore 6 competing priorities and how to invest for long term wealth.

Don’t repeat mistakes from history. The 5 most recent financial crises provide lessons on protecting and building wealth in troubled times.

Explore investing rules of thumb as well as sample asset allocations to help you know if you are on the right track. Read now!

You have options for investment advice at different costs and service levels. But, the most popular option may not be the best. Learn why…