This article is the first in a series of articles detailing what I like to call the Principles of Financial Freedom During Retirement.
A long retirement is a blessing and thanks to medical advances, we …
Lifecycle funds started cropping up in the early 2000’s as a cheaper way to invest with professional advice. The idea is an alluring one, invest your money with a Lifecycle fund targeted to your date of retirement and you never …
Today, we’re going over how hot mutual funds that you see all of the time in top ten lists in Money Magazine, Fortune, or CNBC will lose you money.
The two charts here show all of the mutual funds in …
The Roth IRA is a favorite amongst the financial planning community for good reason.
Saving for retirement can be a big headache and because of all the restrictions on withdrawals it’s tough to know whether to invest in tax deferred …
Here’s a quick rundown of the most common types of retirement accounts that people ask me about. I’m only going to touch on each of these briefly and will revisit these different accounts separately in a future post.
A warning, …
Today I’m going to highlight the differences between qualified accounts that offer tax-deferred growth (meaning you pay taxes on growth later) vs non-qualified accounts that offer taxable returns. Anyway, here goes: