Jun 14, 2022 by Sam Swenson, CFA, CPA3 Changes to Social Security You Probably Didn't KnowKeep these changes in mind when it comes to planning your retirement spending.
Jun 10, 2022 by Sam Swenson, CFA, CPAHow to Score Up to an Extra $2,537 per Social Security CheckGrab the excess between the maximum monthly benefit and the average.
Jun 7, 2022 by Sam Swenson, CFA, CPACan ETFs Alone Make You Retire a Millionaire?You may -- or may not -- be surprised to learn the answer.
Jun 5, 2022 by Sam Swenson, CFA, CPAWorking in Retirement? Here's Why That's Great... and Why It's Really NotContinuing to work offers financial benefits but does so at potentially high costs.
Jun 2, 2022 by Sam Swenson, CFA, CPAHow I'd Invest $50,000 for Retirement if I Had to Start From ScratchA diversified portfolio is your best bet to deliver stable long-term returns.
Jun 2, 2022 by Sam Swenson, CFA, CPA2 Pros and 2 Cons of Working in RetirementWorking in retirement has become logistically easier, but it still comes with downsides.
Jun 1, 2022 by Sam Swenson, CFA, CPAThese 4 Tragically Obvious Mistakes Will Kill Your 401(k)Get the basics right, and you'll all but guarantee yourself a comfortable retirement.
May 28, 2022 by Sam Swenson, CFA, CPAInvestors: The Stock Market Is Not Your Emergency FundMaintaining a cash reserve is a sign of wisdom.
May 27, 2022 by Sam Swenson, CFA, CPAHow to Score an Extra $1,830 per Social Security CheckIt's a difficult proposition, but it's possible to get almost $2,000 more per month in retirement benefits.
May 27, 2022 by Sam Swenson, CFA, CPAHow to Beat the Average $1,661 Monthly Social Security BenefitConsider the many factors that influence your future benefit amount.
May 26, 2022 by Sam Swenson, CFA, CPAAre You Eligible for the $4,194 Max Social Security Benefit?The steps are straightforward but challenging.
May 24, 2022 by Sam Swenson, CFA, CPA3 Winners and 3 Losers in a Stock Market DownturnStaying calm during periods of high volatility is likely to be a winning strategy in the long run.
May 8, 2022 by Sam Swenson, CFA, CPA3 Proven Ways to Double Your MoneyControl what you can to see your money double over time.
Apr 30, 2022 by Sam Swenson, CFA, CPAWhy a Roth IRA Conversion Makes Sense Right NowMoving money to Roth IRAs can be a winning move for your portfolio.
Apr 29, 2022 by Sam Swenson, CFA, CPA4 Strategies to Make the Most of a Stock Market DownturnEven though your portfolio is likely down, opportunities are still there.
Mar 10, 2022 by Sam Swenson, CFA, CPAHere's Exactly How to Optimize for the $4,194 Social Security Monthly MaxScore the maximum check by knowing how the rules work.
Mar 9, 2022 by Sam Swenson, CFA, CPADon't Claim Social Security If You Can't Answer These 3 QuestionsThere are times when holding off is the best option.
Mar 8, 2022 by Sam Swenson, CFA, CPA4 Ways to Score a Higher Social Security CheckPull these four levers to get the most out of your monthly benefit.
Feb 28, 2022 by Sam Swenson, CFA, CPA4 Money Moves for This Stock Market CorrectionCreate peace within your financial plan.
Feb 21, 2022 by Sam Swenson, CFA, CPAIs a Bitcoin IRA Right For Your Retirement Plan?Newly available Bitcoin IRAs offer unprecedented access to crypto for retirement.
