Retirement Savings and Investments

Explore 9 important considerations when it comes to establishing, tracking, and managing a holistic investment strategy.

Learn about average home equity and how it impacts your wealth, especially if you are in the lower or middle classes.

Your money personality type can impact your retirement security. Find out which type(s) you are and learn how to use it to your advantage!

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

Are dividend producing investments the golden goose of your retirement portfolio or a big goose egg when it comes to returns? Explore the pros and cons and find out.

Explore bull market characteristics and what investors need to know to navigate these periods of market optimism.

William Sharpe has contributed significant brain power to solving for retirement security. Learn about the lockbox strategy and other ways to set up your retirement income.

Mastering the financial basics is doable by anyone at any age. Here is a simple guide. Steps to take at 20, 25, 45, or even 55 to get and stay on track to a secure future.

A 529 plan can be a tax advantaged way to fund education. However, the real benefits of these accounts are greater for some.

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? 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 income and […]