The financial geek in me can’t help but to extend gratitude to innovations in the last few years that have improved the quality of many lives.
Perils of Moving Your Retirement Plan
It’s a challenge to optimize your investments with accounts spread over many different plans. Trying to pick the best mutual funds from four different menus that change from year to year can be a challenge for professional investors, let alone individuals.
Learning From Your New Tax Return
Since the IRS released its tax withholding guidelines last year as a result of the tax cut legislation, I’ve been concerned that many would owe a significant amount when they file their 2018 taxes.
Use Tax Smarts to Hasten Retirement
There are superior alternatives to the conventional wisdom, and with some tweaks you could achieve a “portfolio longevity” increase of over three years.
Public and Nonprofit Employees Can Supercharge Their Savings
One less known benefit of being a Public or Nonprofit employee is that they can save much more of their income on a tax-advantaged basis than those in private industry. If through a combination of higher earnings and frugality you can live on far less than you earn, check out these retirement plans.
Rating Your Financial Strength for 2018
Evaluating Your Financial Health
Dealing with Tax Uncertainty
Think About Adjusting Your Income
What to Do with Those Old 401(k)s
Some ideas for what to do with your old 401(k) when you get new job.
Automate Your March to Financial Independence
Automate your retirement plan contributions, contribute to other regular savings opportunities, and slow down automated spending on bills and credit cards.
If you can automate financial virtue and slow down financial vice, you will achieve your goals sooner than you could imagine.
Secret to Building Wealth
By making your saving automatic and (if needed) your spending intentional, you can achieve financial independence and the freedom to spend your time as you desire far earlier than average.