Category: Retirement Planning
Have you ever wondered, “Hmmm… can I roll this retirement plan over to that retirement plan”? Retirement plan rollovers can be confusing. Sometimes there are goofy rules around when …
A few years back, I had a little net worth bashing session. Over time (and with increased net worth) my view on this financial metric has softened a bit, …
I hate to break it to you. But somebody has to. You’re not going to hear it from your parents, your employer, or your spouse. And the news media …
This Pension Benefit Guaranty Corp overview has been updated for 2024. If you’ve only ever had access to a defined contribution retirement plan like a 401K or 403B, you …
I get asked “how much money should I save?” quite often. It’s one of those questions that people want a black and white answer to. And it’s hard not …
I haven’t done a 101 article or a retirement article in quite a while – so let’s kill two birds with one stone. Most of us have seen the …
Should you save for retirement or a home down payment? And what about when a 401K match is involved? 20SF reader, Steph, writes in: “I’m 26 and up until …
A big part of why I’ve adopted the lifestyle I have… OK, the biggest part – is that financial independence is an incredibly attractive prospect to me. I believe …