Personal Finance is a team sport; make sure your team is solid, so your track to retirement is smooth and seamless.
– Dan Mavraides
Achieving Financial Independence Isn’t a Solo Sport
Category: Curated Insights
5 Truths About Retirement That Retirees Wish They’d Known Sooner
No two retirements are the same; this article illustrates some interesting individual retiree perspectives.
How to Build a Retirement That Actually Fits Your Life
History suggests that technological innovators tend to prevail, from the Roaring Twenties to the Age of AI — through index investing, we participate in the economic impact of that evolution.
What the 1920s Can Teach Us About the AI Revolution
History suggests that technological innovators tend to prevail, from the Roaring Twenties to the Age of AI — through index investing, we participate in the economic impact of that evolution.
The Point of Retirement? Enlightenment, or at Least Calm
Retirement can mean many different things to many different people. But what is its deeper meaning?
Don’t Buy Into This Easy Fix for Stock-Market Craziness
Alternative funds promise diversification and lower volatility, but high costs, illiquidity, and unclear valuations mean they may not deliver the benefits many investors expect.
What to Know About 529 Accounts Owned by Grandparents & the New FAFSA
Recently, rules have changed for 529 plans, and there is now a “Grandparent Loophole” that could be of benefit to you.
Backdoor Roth IRAs Are Promising — and Perilous
Backdoor Roth IRAs Are Promising — and Perilous By Laura Saunders For determined savers, the backdoor Roth IRA is an important tool. It’s easy to see why: Roth IRAs offer both tax-free growth and tax-free withdrawals on contributions of after-tax dollars. Savers can put in up to $7,000 this year, or $8,000 if age 50… Read more »
Does the 4% Withdrawal Rule for Retirees Still Make Sense?
Read this Barron’s article to learn why the 4% withdrawal rule for retirees is still relevant amidst changing markets. Discover strategies like adjusting withdrawal rates, optimizing asset allocation, and utilizing Roth conversions to make the most of your retirement savings.
The High Price Retirees Pay for Collecting Social Security Too Early
By Lisa Ward A study suggests that many retirees give up tens of thousands of dollars It’s no secret that retirees are often better off waiting to collect Social Security benefits. But exactly how much money are people leaving on the table by taking benefits early? A recent study, funded by the Federal Reserve Bank… Read more »
