Financial Planning
When to Take Social Security: The Complete Guide
Should you file Social Security or should you wait? Investopedia gives a complete guide on when to take Social Security. Enjoy this complimentary download: By submitting your contact information,…
Read MoreMake These 6 Savvy Retirement Moves and You’ll Be Cooking with Gas
Retirement planning can be much more exciting when you have a financial plan in place to get you to your goals. Here are a few tips by Motley Fools that…
Read More3 Reasons You Won’t Regret Saving in a Roth IRA
Roth IRAs have low annual contribution limits and income limitations, but you shouldn’t overlook them. Motley Fool gives three reasons you should consider opening one. Enjoy this complimentary download: By…
Read MoreOdds are, you’re better off buying an index fund. Here’s why
Mutual and exchange-traded funds are generally actively managed or passively managed. If your investments were actively managed in 2021, your returns may not have been up to par. According to…
Read MoreWhere to start if you want your kids to grow up financially savvy
Starting with a strong financial foundation at a young age can pay off. According to CNBC, if you want to raise financially savvy kids, stop the lectures and start with…
Read MoreA Moderate Retirement Portfolio in 3 Buckets
Originally appearing in Morningstar, this article discusses how to divide your retirement portfolio into the three buckets – cash flow, transfer, and longevity. Enjoy this complimentary download: By submitting…
Read More5 savings mistakes people make when building their financial life
Originally appearing in CNN Business, this article discusses the five most common mistakes young adults make when starting ÂÂÂout their financial lives. Enjoy this complimentary download: By submitting your…
Read More93% of HSA Holders Are Making This Huge Mistake
Healthcare will likely be one of your largest expenses in retirement. If you’re saving for this in a health savings account, make sure that you’re making the most out of…
Read MoreHidden Italy: where to stay and what to do off the beaten track
Two years after the start of the pandemic, people are ready to travel. If you fall in that group, here are some tips by The Guardian on where to stay…
Read MoreThe 1 Reason a Roth IRA Is Really the Best Place for Your Savings
For the average earner, Social Security will replace about 40% of their former paycheck. But you’ll need about twice that if you want to maintain the lifestyle you’re used to.…
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