Generate Safe Income — and Use Bonds to “Buy the Dip”
A large share of my investment research is geared toward generating income. Here are a couple of things to consider ...
Personal Finance
Retirement Tip: Max Your 401(k) Before Your Kids’ 529 Plan
The college-plan landscape is a bit of a mess to navigate. We’ll cover some of the highlights.
Refinancing Reveals a Powerful Debt Strategy
Refinancing can make a lot of sense with mortgage rates where they are right now. But it's important to make ...
The Worst 401(k) Advice I’ve Ever Seen
The beauty of the 401(k) model is that you pay yourself first. The money comes out of your paycheck before ...
Buy This Fund If You Hate Paying Taxes
The more money you make, the more important it is to legally hide it from the tax man.
2 Ways to Avoid Cutting Your Retirement by 30%
But you have to keep your own life situation in mind when creating your retirement savings goal.
How to Make the Most of Social Security When Filing Early
Claiming Social Security earlier than planned is a reality many will face. Having a plan to make the most of ...
COVID Force You Into Retirement? 3 Ways to Make the Most of It
The middle of a pandemic-related recession isn’t an ideal time to be growing a family. It’s also not the best ...
Don’t Be Passive With Retirement. How to Craft the Best 401(k) Strategy for You
If you want a little more control over your 401(k) strategy, you may consider a target-risk fund.
Make a Habit of Checking Your Social Security Earnings Record
Have you checked your Social Security earnings record lately? For a lot of people, the answer is: “No.” Many may ...
