09.22.15
senior woman and daughter on front porch - reverse mortgage

What Is a Reverse Mortgage and How Does It Work?

Perhaps it took decades of mortgage payments, but you’ve achieved what’s still a dream for many: Homeownership (or, at least, substantial home equity). But like

09.14.15
broken pressure guage

Why I’m Willing to Bet Your Retirement Projection Is Flawed

My industry, the business of providing financial advice, should be ashamed of itself. We’re supposed to be professionals versed in the knowledge of investments, financial

how to get started investing

Not Investing Yet? Here’s How to Get Started

Everyone knows that saving for retirement is important. Unfortunately, far too many of us aren’t saving nearly as much as we should. But why? A

09.02.15
alms box at st. peters

A Retirement Tax Trick You May Not Know About

In my recent post I highlighted the looming problem that taxes will create for many investors when they retire due to the bulk of retirement assets

stock market bull on wall street

And the Stock Market Outlook Is… Who Cares?!

As I write this article on the morning of Aug. 24th, the Dow just opened down over 1,000 points and CNBC is going crazy with

08.20.15
high earners use backdoor sign

The Backdoor Roth IRA

Earning too much money to contribute to a Roth IRA — and its unique tax benefits — is what most people would call a nice

08.19.15
Uncle Sam

Uncle Sam Wants YOU… to Retire?

When I meet with investors, most believe health care will be their single largest expense during retirement. They’re surprised when I tell them if I

retired couple

A Romantic Reality

Donald Liebenson wrote an interesting article at Business Insider entitled “Most people aging out of the workforce consider retirement ‘a romantic fantasy of the past.’”

07.23.15
two piggy banks

Roth vs. Traditional IRA: Retirement Showdown

IRAs, or individual retirement accounts, allow you to sock money away for retirement in a way that offers certain tax advantages over other savings methods.

older man on laptop at coffeeshop

Why Self-Employment and Early Retirement Go Hand in Hand

In 2012, I left a steady and rewarding 9-5 job to pursue my side hustle full-time. While it’s true I had gotten extremely tired of

betterment-logo-blue

How Betterment Won My Retirement Account

Earlier this year, I began writing a series chronicling my decision to roll over my old 401(k) into a new IRA with an automated investment advisor

Three Questions

Ask yourself these three questions, right now. If you died right now, in your final moments, what would upset you that you hadn’t taken care

05.17.15

How to Do a 401(k) Rollover

When you leave an employer, whether it’s for a new job or retirement, you’ll probably hear about a 401(k) rollover. What does that mean, and

woman typing on laptop

When to Use an SEP IRA

Just a few decades ago, opening a simplified employee pension — otherwise known as an SEP IRA, a retirement plan for self-employed workers — wasn’t

05.04.15
Wealthfront vs Betterment

Betterment vs. Wealthfront

As I explained in previous posts, I’m on a quest to roll over my old 401(k) into the best retirement account I can find. My

Personal Capital site on various devices

Personal Capital Review

As I explained in a few previous posts, I am on a quest to roll over my old 401(k) into a new account with better

04.02.15
Granada rooftops

Eight Best Places to Retire Abroad (and Enjoy the Good Life for Less)

More than 373,000 Americans had retired abroad by 2013, according to the Social Security Administration, and for various reasons. For some, the decision to retire overseas

investing charts

Roth IRA vs 401k? You May Not Have to Choose

One of the most common retirement questions I get asked is: Roth IRA or 401(k)? Although both are good options worth considering, the answer isn’t

Simple Share Buttons
Simple Share Buttons