Jan 9, 2021 by Sam Swenson, CFA, CPA5 Minimalist Investing Tips for 2021 and BeyondYour financial life should be as simple as you can make it.
Dec 31, 2020 by Sam Swenson, CFA, CPACan the Chaos of 2020 Actually Help Your Retirement?We say goodbye to a year that we all want to quickly forget; your portfolio might disagree.
Dec 29, 2020 by Sam Swenson, CFA, CPA5 Year-End Tax Planning Moves to Help You Retire SoonerSmall changes can have lasting impact on what you owe the IRS in 2021 and beyond.
Dec 26, 2020 by Sam Swenson, CFA, CPADon't Even Think About a Backdoor Roth IRA Contribution Until You've Done ThisCareless planning will cost you come April 15.
Dec 16, 2020 by Sam Swenson, CFA, CPAThe FIRE Movement Survived the Pandemic. Will It Persist in 2021?The elusive goal of early retirement was truly tested this year.
Dec 10, 2020 by Sam Swenson, CFA, CPARetirees: The IRS Doesn't Care About This in 2020, but It Will in 2021The pandemic relief is ending for required minimum distributions from tax-deferred retirement accounts.
Dec 6, 2020 by Sam Swenson, CFA, CPAInvesting in This ETF Right Now Could Make You a Millionaire RetireeAdding a diversified small-cap fund to your holdings will inflate your portfolio value over time.
Dec 4, 2020 by Sam Swenson, CFA, CPAWhy Buying Cheap Stocks Is the Wrong Investing StrategyThere's a lot more to sound investing than picking stocks based on price.
Nov 24, 2020 by Sam Swenson, CFA, CPA4 Misunderstood Facts Every IRA Investor Must KnowThe essential details of IRA investing are often overlooked and mischaracterized.
Nov 23, 2020 by Sam Swenson, CFA, CPA5 Investing Tricks to Double Your MoneyTake these small steps to get the most out of your investments.
Nov 13, 2020 by Sam Swenson, CFA, CPA4 Things to Remember If You're Worried About a Post-Election CrashDon't let the flashing lights on financial talk shows prompt you to take ill-advised action.
Oct 27, 2020 by Sam Swenson, CFA, CPAInvesting in These 5 ETFs Could Send Your Kids to CollegeYou know exactly how long you have before that first tuition bill arrives. To prepare for it, start with some diversification.
Oct 23, 2020 by Sam Swenson, CFA, CPAShould You Build Your Emergency Fund or Invest in the Stock Market?Flight to safety or embrace risk? This depends on a number of variables.
Oct 22, 2020 by Sam Swenson, CFA, CPAIs a Traditional 401(k) or a Roth 401(k) Better for Retirement?Many companies offer both choices -- but the decision can be complicated.
Oct 15, 2020 by Sam Swenson, CFA, CPA4 Mutual Funds Perfect for Your 401(k)Consider these funds for tax-sheltered income, long-term growth, or both.
Oct 14, 2020 by Sam Swenson, CFA, CPAHow to Manage Concentrated Positions in High-Flying Stocks Like AppleSingle stocks with large embedded gains can present a dilemma for investors.
Oct 7, 2020 by Sam Swenson, CFA, CPAThe 401(k) of College Savings: 529 Plan Must-KnowsMake sure to get started early on college savings to avoid a high degree of stress later.
Oct 3, 2020 by Sam Swenson, CFA, CPA4 Critical Things to Look for in Your Company's 401(k) PlanPay attention to the details to avoid missing out on free money.
Oct 1, 2020 by Sam Swenson, CFA, CPAWhy You Should Be Happy When the Stock Market CrashesCrashes tend to be temporary and quickly forgotten. Don't let your nerves get the best of you.
Oct 1, 2020 by Sam Swenson, CFA, CPAThe Pandemic Recession Won't Kill Your Retirement Plan -- But Here's What WillThe economic downturn is unlikely to be the culprit if your retirement plan fails.
