Nov 13, 2021 by Sam Swenson, CFA, CPAHow Many Years of Maxing Out a 401(k) Does It Take to Become a Millionaire?The answer is as much a result of discipline as it is basic math.
Nov 6, 2021 by Sam Swenson, CFA, CPAWhy Next Year's Social Security Increase Matters -- And Why It Doesn'tThe adjustment is worth being grateful for -- but know where its impact stops.
Oct 29, 2021 by Sam Swenson, CFA, CPA3 Tricks (and 3 Treats) in Your 401(k) PlanKnow what you're getting with every dollar in your workplace retirement plan.
Oct 24, 2021 by Sam Swenson, CFA, CPA4 Reasons to Keep Working in RetirementThe benefits reach far beyond your finances.
Oct 16, 2021 by Sam Swenson, CFA, CPA4 Scary IRA Mistakes You Don't Want to MakeMake it a point to avoid these easily missed errors.
Oct 15, 2021 by Sam Swenson, CFA, CPAWhat's the Most Tax-Friendly Way to Hold Bitcoin?Investing in Bitcoin is one thing. Facing the tax consequences is another.
Oct 12, 2021 by Sam Swenson, CFA, CPA4 Reasons Investors Still Need an Emergency FundCash is in fact still king.
Oct 7, 2021 by Sam Swenson, CFA, CPAIs the Backdoor Roth IRA Disappearing Before Our Eyes?2021 may be your last chance to take advantage of this tax loophole.
Oct 4, 2021 by Sam Swenson, CFA, CPA4 Winning ETFs to Spritz Up Your Retirement PortfolioConsider adding any one of these funds to an already diversified portfolio.
Oct 4, 2021 by Sam Swenson, CFA, CPA3 Reasons to Invest in Crypto, and 3 Reasons Not toResist the temptation to invest. Or should you?
Oct 3, 2021 by Sam Swenson, CFA, CPABurned by the Market? Try These 3 Passive Investments InsteadDay trading certainly has its pitfalls, so it's worth looking at some of the longer-term alternatives.
Sep 19, 2021 by Sam Swenson, CFA, CPA3 Changes to Social Security You Probably Didn't Know AboutThe social safety net is changing before our eyes.
Sep 16, 2021 by Sam Swenson, CFA, CPAThis Crypto ETF Could Help Grow Any Retirement AccountDive into the cryptocurrency world without ever directly owning any.
Sep 5, 2021 by Sam Swenson, CFA, CPAHow to Handle Long-Term Stock Gains in a Hot MarketYou have a number of good options.
Sep 3, 2021 by Sam Swenson, CFA, CPAShould You Hold Your Start-up Equity or Invest in the S&P 500?Keep riding the wave or diversify? A common question with many answers.
Aug 30, 2021 by Sam Swenson, CFA, CPAShould You Invest in Your 401(k) or Your IRA First?No one size fits all, but there are some general guidelines to follow.
Aug 27, 2021 by Sam Swenson, CFA, CPA5 Reasons Not to Roll Over Your 401(k)Rolling over makes sense in a lot of situations, but not always.
Aug 25, 2021 by Sam Swenson, CFA, CPA4 Reasons Not to Max Out Your 401(k) in 2021Doing the opposite can -- in some cases -- be a good idea.
Aug 24, 2021 by Sam Swenson, CFA, CPA4 Ways to Manage a Beneficiary IRAInheriting an IRA can be intimidating.
Aug 22, 2021 by Sam Swenson, CFA, CPA4 Ways to Save More for Retirement Without Sacrificing Your LifestyleExtremely small changes today will make a big difference in the long run.
