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Jason Brown Leaves NFL Millions & then the Story Takes a REALLY Odd Turn
Tue, 11/25/14 | 13 Comments
Jason Brown Leaves NFL Millions & then the Story Takes a REALLY Odd Turn

Thanksgiving is one of my favorite holidays, and while you contemplate leaving your friends and family for the consumer madness of Black Friday, I wanted to share a good story that is in the spirit …

Roth IRA Basics, In a Question & Answer Format
Sun, 11/23/14 | 11 Comments
Roth IRA Basics, In a Question & Answer Format

Roth IRA’s have become quite popular among the millennial generation (and beyond) and can be a great addition to your retirement savings arsenal. But Roths bring a lot of questions with them, so I wanted …

Qualifying for the Saver’s Tax Credit in 2014 and 2015
Sun, 11/23/14 | 4 Comments
Qualifying for the Saver’s Tax Credit in 2014 and 2015

Free money is great, so this post has been updated for the 2014 and 2015 calendar years.
What is the Saver’s Credit?
The Saver’s Credit (aka the ‘retirement savings contribution credit‘) is a lesser known, highly advantageous …

2015 Traditional & Roth IRA Contribution Limits
Fri, 10/24/14 | 5 Comments
2015 Traditional & Roth IRA Contribution Limits

2015 Traditional & Roth IRA Maximum Contribution Limits
Unfortunately, 2015 will not bring an increase in the maximum individual retirement account contribution amount. The 2015 maximum IRA contribution limit is still capped at $5,500, the same …

2015 IRS Maximum 401K Contribution Limits Increased
Thu, 10/23/14 | 12 Comments
2015 IRS Maximum 401K Contribution Limits Increased

The IRS 2015 maximum 401K contribution limits have just been officially announced. Unlike with the 2014 maximum 401k contribution limits, there is an increase in limits once again!
The Maximum 401K Contribution in 2015

The 2015 401K maximum …

Gen Y Retirement Savings Goal: $2 Million?
Mon, 08/25/14 | 14 Comments
Gen Y Retirement Savings Goal: $2 Million?

According to 77% of 226 investment advisors, in a recent survey, the low bar for what Gen Y should save for retirement is $2 million.
One author and investment firm president was quoted as prescribing,
“For a …


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