Jul 8, 2023 by Sam Swenson, CFA, CPAPlanning to Retire in 10 Years? Do These 4 Things First.Get acquainted with what's likely to happen down the road.
Jul 7, 2023 by Sam Swenson, CFA, CPAPlanning to Retire in 2024? Take These Steps Before You Leave Your JobIf you're thinking of retiring next year, be sure to have a road map.
Jul 4, 2023 by Sam Swenson, CFA, CPAHere's Why a Roth IRA Offers Incredible Tax Savings in RetirementPaying taxes isn't fun, so consider taking the threat of future tax increases off the table with a Roth IRA.
Jul 4, 2023 by Sam Swenson, CFA, CPAWorried About a Recession? Here's Why You Should Invest In the Stock MarketRegardless of where the market might be headed in the short term, the best time to invest is now.
Jul 2, 2023 by Sam Swenson, CFA, CPAHere's How a Taxable Brokerage Account Can Help You Retire a MillionaireDespite the clear downsides, taxable brokerage accounts maintain some interesting advantages.
Jul 1, 2023 by Sam Swenson, CFA, CPA3 Downsides of Taking an Early 401(k) WithdrawalYour retirement savings are truly meant for one thing: retirement.
Jun 30, 2023 by Sam Swenson, CFA, CPA3 Reasons You Should Skip a 401(k) to IRA RolloverA rollover doesn't always make sense -- be sure to know when that is.
Jun 29, 2023 by Sam Swenson, CFA, CPA4 Reasons You May Want to Roll Over Your 401(k) Right NowThe cost of a forgotten 401(k) is more than you might think.
Apr 29, 2023 by Sam Swenson, CFA, CPAHere's Why a Roth IRA Offers Incredible Tax Savings In RetirementYou'll be happy you contributed to a Roth once you reach retirement.
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 Ways to Save for Retirement, Even in a Bear MarketThe time horizon should be front-of-mind for long-term investors.
Mar 13, 2023 by Sam Swenson, CFA, CPA3 Reasons to Avoid Dividend-Paying StocksFocusing only on dividends might be shortchanging your portfolio.
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 15, 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 15, 2023 by Sam Swenson, CFA, CPA4 Reasons You Absolutely Shouldn't Delay Social SecurityThere are certain scenarios in which waiting too long will be the costliest option.
