Apr 28, 2023 by Sam Swenson, CFA, CPAThe No-Brainer Retirement Account I'd Choose Way Before a 401(k)Your employer's retirement plan is almost universally a good idea, but there are other accounts that matter, too.
Apr 27, 2023 by Sam Swenson, CFA, CPA3 No-Brainer Retirement Savings Hacks That You'll Thank Yourself for LaterGetting the basics right is what it's all about.
Apr 26, 2023 by Sam Swenson, CFA, CPA5 Silly Mistakes That Could Keep You From Retiring EarlyRetiring early is still possible, but these mistakes are best avoided.
Apr 25, 2023 by Sam Swenson, CFA, CPAThe Unfortunate Truth About Maxing Out Your 401(k)Saving in your 401(k) makes a lot of sense, but don't forget the downsides.
Mar 16, 2023 by Sam Swenson, CFA, CPA4 Reasons to Avoid a Traditional IRA for Your Retirement SavingsDespite the potential benefits, there are better options out there.
Mar 15, 2023 by Sam Swenson, CFA, CPAThe Unfortunate Truth About Maxing Out Your 401(k)Your 401(k) is a strong choice for retirement, but there are strings attached.
Mar 14, 2023 by Sam Swenson, CFA, CPA3 Reasons to Avoid Dividend-Paying StocksFocusing only on dividends might be shortchanging your portfolio.
Mar 14, 2023 by Sam Swenson, CFA, CPA3 Ways to Save for Retirement, Even in a Bear MarketThe time horizon should be front-of-mind for long-term investors.
Mar 12, 2023 by Sam Swenson, CFA, CPAThe No-Brainer Retirement Account I'd Choose Way Before a 401(k)The benefits of a Roth IRA are hard to ignore.
Feb 18, 2023 by Sam Swenson, CFA, CPA4 Reasons You Shouldn't Delay Social SecurityThere are certain scenarios in which waiting too long will be the costliest option.
Feb 16, 2023 by Sam Swenson, CFA, CPA4 Ways to Simplify Your Retirement Plan Right NowInvestment planning is one area where "more complex" doesn't mean better.
Feb 11, 2023 by Sam Swenson, CFA, CPAWhat to Do With Your 401(k) If You've Been Laid OffLosing a job probably means you'll need to make a call on how to proceed with your 401(k).
Feb 10, 2023 by Sam Swenson, CFA, CPAHow Your Unused 529 Plan Funds Can Become Part of Your Retirement PlanOne provision of the SECURE 2.0 Act offers a solution to the problem of having excess funds in a 529 college savings plan.
Feb 9, 2023 by Sam Swenson, CFA, CPADon't Make This Absurdly Expensive Roth IRA MistakeIt's an easier trap to fall into than one might think.
Feb 8, 2023 by Sam Swenson, CFA, CPA3 Reasons to Choose a Traditional 401(k) Over a Roth 401(k)Both accounts have their uses, but sometimes the pre-tax option makes more sense.
Jan 29, 2023 by Sam Swenson, CFA, CPAHow to Be a Roth IRA MillionaireBe a part of the seven-figure club with only a few consistent behaviors.
Jan 16, 2023 by Sam Swenson, CFA, CPA4 Ways SECURE 2.0 Could Change Your Retirement PlanningRead on to see how the new congressional law will affect how you plan for retirement.
Jan 15, 2023 by Sam Swenson, CFA, CPA3 Tax-Smart Moves for Early 2023Get ahead with these advanced planning moves to make your finances more efficient.
Jan 14, 2023 by Sam Swenson, CFA, CPA3 IRA Mistakes to Avoid in 2023With a new year upon us, it's smart to review some of the more common IRA mistakes.
Jan 9, 2023 by Sam Swenson, CFA, CPAThe No. 1 Reason to Claim Social Security at Age 70The reason: higher monthly checks.
