Category: Retire

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 …

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 …

This article has been updated for the 2022 and 2023 tax years. I’m willing to bet that most readers of this article have heard of a “spousal IRA”, but …

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Due to court ruling, the new fiduciary rules highlighted below were struck down in court, in early 2018, and are no longer applicable.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 …

Here’s a fact that may surprise you – 13% of Americans with a 401K have an outstanding 401K loan. That doesn’t include the many with closed loans. That’s far …

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 …