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There are a lot of questions about retirement savings and investments.
With regards to savings, you need to know: How much to save (did you know that some people save too much)? How much savings you will you need for retirement? Where should you save? Should you save pre-tax (traditional, SEP & Simple IRAs, 401ks, 403bs, 457s, 529s, HSAs, etc…) or after-tax (Roth IRAs and 401ks)? How do you find more money to save?
And, there are probably even more questions about investments: What should you invest in (stocks, bonds, real estate, funds)? How should your investments change over time? How do your financial values impact your investment strategy? What is the ideal asset allocation for you? What should you do when the market swings wildly?
See below for articles covering the answers to these questions and more.
Here are 5 quick and easy tips to consider as stocks slide, interest rates rise, and inflation persists.
People often worry about the wrong things. You might be watching the stock market, but other metrics are significantly more important to most.
Stock market corrections are a reality, but that doesn’t make them less painful. Here are 10 tips for weathering these storms.
You may want to help your children or grandchildren financially. If you have the money, here are 9 tips for passing it on. Learn more…
It is a worrisome time to be planning retirement. Explore 9 ways to adjust your plans for an uncertain economy.
I scream. You scream. We all scream for… I Bonds. Learn why there is so much excitement for I Bonds and explore the pros and cons of this investment.
Is a retirement bucket strategy right for you? Learn how to calculate your buckets and model them in your financial plan.
Steve and Cullen, founder of Orcam Financial Group and Discipline Funds, discuss inflations risk and investing for retirement
Find out why an investment policy statement will keep your financial goals on target and how to get one set up. Learn more now…
Financial advice is often complicated. However, it can be simplified. Browse wisdom for saving, investing, spending and living.
What can the volatility index tell you about the future of the stock market and your own financial security?
Retirement savings programs are improving and most Americans now want to save more. What is a good employer match? How does yours compare?
Treasury Inflation-Protected Securities (TIPS) are touted as good investments for inflation protection. But, they have significant downsides. Explore the pros and cons.
Is investing in cryptocurrencies a good idea for retirement? Explore the pros and cons of this volatile asset class.
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.
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.
Steve Chen is joined by guest Renee Schaaf — the President of Retirement Income Solutions at the Principal Financial Group
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.
Get great investing and planning tips directly from Jack Brennan, former CEO of Vanguard (the handpicked successor to Jack Bogle).
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