Category: Retire
Update: Due to court ruling, the new fiduciary rules highlighted below were struck down in court, in early 2018, and are no longer applicable. However, the rest of the …
401K Loans are Becoming More Popular. Should you Borrow from your 401K? Here’s a fact that may surprise you – 17.6% of Americans with a 401K have an outstanding …
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 …
Most celebrity finance stories are super depressing and usually include the following phrases in the headline, “Files for Bankruptcy”, “Lost Millions”, or “Spent Entire Fortune on”. When I find …
Someone recently posed an interesting brain teaser to me, “Would you rather win the lottery or have the perfect job?” Details were lacking, and it got me thinking (which …
Surprise! You can Actually Over-Contribute to a 401K All good things come with limitations. And never is that more true than with retirement accounts. For those lucky enough to …
457B Plans Offer Participants an Opportunity to Turbo-charge their Retirement Savings This 457B overview article has been updated with information for the 2025 tax year. In the wake of …
It wasn’t long ago that I blasted the traditional 10% savings plan advice given by financial gurus that recommends you work until traditional retirement age (65+), save 10% along …
