Newest Videos and Articles for Investors
Bucket List and Lifetime Financial Goals
A Bucket Plan to Go with Your Bucket List John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need [...]
Brief Guide to Condo Insurance
A Brief Guide To Condo Insurance The ownership structure of a condominium unit is different from that of a single family house. Here’s what you need to know when purchasing insurance for your condo.1 1. [...]
Important Birthdays Over 50
Age 50 At age 50, workers in certain qualified retirement plans are able to begin making annual catch-up contributions in addition to their normal contributions. Those who participate in 401(k), 403(b), and 457 plans can [...]
Retirement Strategy After a Job Loss
Few events are more stressful and disruptive than an unexpected job loss or layoff. For many, it’s a hit not just to finances but also to confidence and sense of self. You're not alone if [...]
Can I Create a Roth IRA if I’m Over the Income Limit?
Yes, you might be able to create a Roth individual retirement account (IRA) if you’re over the income limit. This strategy involves converting a traditional IRA to a Roth IRA. The idea, often referred to [...]
Doggy Pay Care – Budgeting for Pet Care
Creating a Budget for Dog Parenthood Are you thinking about bringing a loyal, frisbee-chasing, treat-seeking, sock-stealing, face-licking, tail-wagging, bed-cuddling Canis familiaris into your life? If so, you’re in good company. According to Forbes Advisor, 65.1 [...]
Unravelling the Rising Cost of Living
Understanding What Drives Higher Prices Can Help Improve Retirement Planning According to the Employee Benefit Research Institute’s 2024 Retirement Confidence Survey, 83% of workers are concerned that the higher cost of living will make it [...]
Roth or Regular? Your 401k or IRA Choices
Taking Advantage of a Roth Contribution Option Can Give You Some Flexibility in Retirement According to Vanguard’s “How America Saves 2024,” 82% of employers offer a Roth 401(k) option in addition to a traditional, or [...]