Sep 6, 2024 by Sam Swenson, CFA, CPAWhat is Day Trading? How Does it Differ From Investing?Learn why day trading is probably not in your best interest.
Jan 9, 2024 by Sam Swenson, CFA, CPAHow to Calculate Your Gross Income Per MonthFind out how to calculate your monthly gross income.
Jul 24, 2023 by Sam Swenson, CFA, CPAWhat Is Money Mindset?Develop a positive money mindset and reap the benefits throughout your financial life.
Jul 8, 2023 by Sam Swenson, CFA, CPAPlanning to Retire in 10 Years? Do These 4 Things FirstGet acquainted with what's likely to happen down the road.
Jul 7, 2023 by Sam Swenson, CFA, CPAPlanning to Retire in 2024? Take These Steps Before You Leave Your JobIf you're thinking of retiring next year, be sure to have a road map.
Jul 6, 2023 by Sam Swenson, CFA, CPAHere's Why a Roth IRA Offers Incredible Tax Savings in RetirementPaying taxes isn't fun, so consider taking the threat of future tax increases off the table with a Roth IRA.
Jul 4, 2023 by Sam Swenson, CFA, CPAWorried About a Recession? Here's Why You Should Invest In the Stock MarketRegardless of where the market might be headed in the short term, the best time to invest is now.
Jul 2, 2023 by Sam Swenson, CFA, CPAHere's How a Taxable Brokerage Account Can Help You Retire a MillionaireDespite the clear downsides, taxable brokerage accounts maintain some interesting advantages.
Jul 1, 2023 by Sam Swenson, CFA, CPA3 Downsides of Taking an Early 401(k) WithdrawalYour retirement savings are truly meant for one thing: retirement.
Jun 30, 2023 by Sam Swenson, CFA, CPA3 Reasons You Should Skip a 401(k) to IRA RolloverA rollover doesn't always make sense -- be sure to know when that is.
Jun 29, 2023 by Sam Swenson, CFA, CPA4 Reasons You May Want to Roll Over Your 401(k) Right NowThe cost of a forgotten 401(k) is more than you might think.
Jun 20, 2023 by Sam Swenson, CFA, CPAWhat Is the Uniform Transfers to Minors Act (UTMA)?UTMA accounts can be a useful tool for keeping certain investments and property in a minor’s name under certain conditions.
Apr 29, 2023 by Sam Swenson, CFA, CPAHere's Why a Roth IRA Offers Incredible Tax Savings In RetirementYou'll be happy you contributed to a Roth once you reach retirement.
