Build Your Best Tax Shelter: Traditional vs. Roth 401(k) by Charles Sizemore | Jul 29, 2021 | Personal Finance Should you use a traditional or Roth 401(k) to save for retirement? It all boils down to taxes...
Do This Before You Dump Money Into College Savings Plans by Charles Sizemore | Jul 12, 2021 | Personal Finance The most popular way to save for college is via 529 savings plans. Saving for college is great, but do ...
3 Ways to Invest Your Stimulus Check by Charles Sizemore | Mar 13, 2021 | Personal Finance Millions of Americans will receive another stimulus check soon. Here are a few ways to invest that money into your ...
Bank $100K Extra for Your Retirement Using a Pension by Charles Sizemore | Sep 30, 2020 | Investing Make a six-figure salary and want to supersize your retirement savings? This pension plan is the single best way I’ve ...
Retirement Tip: Max Your 401(k) Before Your Kids’ 529 Plan by Charles Sizemore | Sep 2, 2020 | Personal Finance The college-plan landscape is a bit of a mess to navigate. We’ll cover some of the highlights.
The Worst 401(k) Advice I’ve Ever Seen by Charles Sizemore | Jul 23, 2020 | Personal Finance The beauty of the 401(k) model is that you pay yourself first. The money comes out of your paycheck before ...
Don’t Be Passive With Retirement. How to Craft the Best 401(k) Strategy for You by Chad Stone | Jul 11, 2020 | Personal Finance If you want a little more control over your 401(k) strategy, you may consider a target-risk fund.
Are Target-Date Funds the Right Fit for Your Retirement Planning? by Chad Stone | Jun 13, 2020 | Personal Finance Target-date funds offer a lot of diversification, which means you will have less to worry about if a single asset ...
Did Your Employer End 401(k) Matching? Here’s 1 Major Reason to Keep Contributing by Charles Sizemore | May 23, 2020 | Personal Finance If your employer has eliminated matching for the year, you might be tempted to say screw it and quit contributing ...
Avoid These 401(k) Mistakes When Leaving Your Job by Chad Stone | Apr 8, 2020 | Personal Finance Financial Engines founder Ric Edelman: “People don’t realize the incredible cost to their financial security."