Retirement Savings and Investments

Treasury Inflation-Protected Securities (TIPS) are touted as good investments for inflation protection. But, they have significant downsides. Explore the pros and cons.

Get insights for the best way to use your money. What are the pros and cons of paying off mortgage vs. investing?

Is investing in cryptocurrencies a good idea for retirement? Explore the pros and cons of this volatile asset class.

Get details on historic returns and a framework for making your rate of return projections. Here is info you need for a more secure future.

The best asset allocation strategy for you today? As you age? Is age the best way to determine investment strategy? Get answers.

Knowing how to invest for retirement can be complicated and it is not an innate skill. However, you can do it with these 7 simple tips.

According to experts, one of the biggest risks in financial planning isn’t investing in a volatile portfolio, but rather avoiding risk altogether.

Should you consider alternative investments as part of your retirement asset allocation? Probably not, but it depends. Explore the pros and cons.

Learn about donor-advised funds and the significant tax advantages they offer. Explore the downsides to this charitable giving strategy as well.

As summer ends and the economy continues to reopen, there has been a lot of significant economic news. Here are 10 recent headlines and what each of them means for your money. Some of these headlines report on events that have happened. Others are anticipating future events. Each may have a significant impact on your…

Many of us are oblivious to the fees, but almost everyone with a 401(k) pays them. Get 7 ideas for reducing costs to greatly increase wealth.

The ability to open a Solo 401k is a big perk for the self employed. Learn about 12 big advantages, including the huge contribution limits.

Rebalancing is a critical part of any investment strategy. Learn about setting asset allocation targets and the finer points of rebalancing.

Steve Chen is joined by guest Renee Schaaf — the President of Retirement Income Solutions at the Principal Financial Group

Saving for retirement is hard. However, when you are still working, creating a retirement investment plan can be relatively straightforward. The goal is to simply grow the money. But, when you retire, your investment goals become multi-faceted, layered, and downright complicated. You still want your money to grow, but you have a whole lot of other…

Doing a Roth conversion — also known as a “backdoor Roth IRA” — is perhaps even more appealing in 2018 than ever before. Why? Low 2018 tax rates. What is a Roth Conversion? Backdoor IRA? A Roth Conversion is when you convert money that you have in a traditional IRA to a Roth IRA. This…

Hear Monte Carlo simulations and think gambling? Nope. Learn how this mathematical formula can be used to predict your financial future.

Are you wealthy? Are you defining wealth correctly? See how people think about wealth and compare your financial well being to others’.

Nobel prize winner Robert Merton outlines the 3 steps you need to take to create a retirement income plan for a secure future.

Get great investing and planning tips directly from Jack Brennan, former CEO of Vanguard (the handpicked successor to Jack Bogle).

Here is a guide for how to find lost money — a lost 401k or other unclaimed retirement benefits. It can be as easy as 1,2,3!

William Sharpe has contributed significant brain power to solving for retirement security. Learn about the lockbox strategy and other ways to set up your retirement income.

For many of us, the desire to engage in charitable giving — giving  to our family, communities or world — only grows as we age. And there may be good reason that we want to give.  It turns out that giving is good — very good.  Numerous studies have found that there is a huge…

You’ve probably heard a lot of advice about how to save more money for retirement. Everyone tells you that you really need to do it. And if you’re like a lot of people, you probably think that it’s a great idea — you are just not exactly sure where to find the cash.Learn how to…