Hacking the 3 Stages of Life
Last updated: January 4, 2019
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I think we can all agree that having time, money, and energy are good things to have (and the more, the better). Well, there’s a wise old adage about …
Category: Retire
Compound Returns: 2X your Retirement Savings by Starting at 25 vs. 35
Last updated: January 4, 2019
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One of the biggest sentiments I encounter when chatting about retirement savings with others goes a little something like this, Ahhh. I’m young – I’ve got plenty of time …
Spousal IRA Basics
Last updated: January 4, 2019
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I’m willing to bet that most readers of this article have heard of a “spousal IRA”, but very few know exactly what it is or how it works. In …
Why You Can’t Rely on the New Fiduciary Standard Rule Alone to Protect You
Last updated: January 4, 2019
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Update: Due to court ruling, the new fiduciary rules highlighted below were struck down in early 2018. There was big financial industry news last week as the U.S. Department …
401K Loan Overview: Should you Borrow from your 401K?
Last updated: January 6, 2019
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Here’s a fact that may surprise you – 20.6% of Americans with a 401K have an outstanding 401K loan. That doesn’t include the many with closed loans. That’s far …
The myRA Retirement Plan: Everything you Need to Know
Last updated: January 6, 2019
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Update: MyRA plans have been shut down, with deposits no longer being accepted after December 4, 2017. The U.S. government’s IRA plan, myRA (short for “My Retirement Account”), is …
Meeting your Future Self
Last updated: January 6, 2019
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Imagine awakening to find yourself in the middle of the forest. It’s just you, the trees, and oddly – a backpack full of $100 bills. You get up, throw …