Feb 10, 2022 by Sam Swenson, CFA, CPAHow To Get The Most Out of Your Roth IRA Right NowAct before April 18th to make the most of your Roth.
Feb 9, 2022 by Sam Swenson, CFA, CPA4 Ways to Instantly Upgrade Your Financial PlanTake these steps today to make your plan that much more robust.
Feb 6, 2022 by Sam Swenson, CFA, CPA3 Tax-Saving Strategies in This Market Sell-OffWhen the market's down, all is not lost -- especially when it comes to next year's tax bill.
Feb 3, 2022 by Sam Swenson, CFA, CPA4 Critical Lessons From This Stock Market CorrectionLearn these four lessons from January's correction to avoid a potential disaster in the future.
Jan 13, 2022 by Sam Swenson, CFA, CPAIs the Roth Back Door Still Open in 2022?After Build Back Better failed to pass in 2021, the opportunity is still there in 2022 -- at least for now.
Dec 26, 2021 by Sam Swenson, CFA, CPAWhy the S&P 500 Is Enough to Power Your Entire PortfolioDon't overthink a cost-effective, simple portfolio.
Dec 24, 2021 by Sam Swenson, CFA, CPAWhy I Love VanguardThis firm keeps things as low-cost and simple as possible.
Dec 22, 2021 by Sam Swenson, CFA, CPAWorried About a 2022 Recession? Do This to PrepareTake common sense steps without timing the market.
Dec 19, 2021 by Sam Swenson, CFA, CPAHere's How to Max Out Your Roth IRA for 2021 and 2022 on Jan. 1Make the most of the factors you can control.
Dec 19, 2021 by Sam Swenson, CFA, CPA3 Easy Strategies to Avoid Capital Gains TaxKnow these three basic strategies to come out ahead on tax day.
Dec 12, 2021 by Sam Swenson, CFA, CPAHere's Exactly How to Optimize for the Social Security Monthly MaxIt's simple, though still challenging, to get the maximum Social Security benefit.
Dec 9, 2021 by Sam Swenson, CFA, CPASorry, You Probably Shouldn't Claim Social Security at 62Patience is a virtue when it comes to claiming retirement benefits.
Dec 8, 2021 by Sam Swenson, CFA, CPA4 Reasons to Claim Social Security as Early as PossibleTaking Social Security as soon as possible is a great idea -- for some.
Dec 7, 2021 by Sam Swenson, CFA, CPA4 Realistic Paths to a $1 Million RetirementAttaining millionaire status may be simpler than you think.
Dec 5, 2021 by Sam Swenson, CFA, CPA4 New Year's Resolutions for Your 401(k)The dawn of a new year is an ideal time to dig into your 401(k) plan.
Dec 4, 2021 by Sam Swenson, CFA, CPA5 Social Security Changes Arriving in 2022Know how these changes may affect you as the new year approaches.
Dec 2, 2021 by Sam Swenson, CFA, CPA3 Ways to Rebalance Investments Without Paying Any TaxReduce your portfolio risk while avoiding unnecessary tax charges.
Dec 1, 2021 by Sam Swenson, CFA, CPAWhen Is the Best Time To Do a Roth Conversion?Learn what Roth conversions are and the mechanics behind them.
Nov 19, 2021 by Sam Swenson, CFA, CPAThe 1 Retirement Account I Would Recommend to AnyoneThe Roth IRA is one account you don't want to miss.
Nov 18, 2021 by Sam Swenson, CFA, CPA4 Reasons to Avoid Relying on Dividend-Paying StocksWhile dividend investing has its merits, the focus should be elsewhere.
