This post was last updated on 31 May, 2023, to reflect all updated information and best serve your needs.
It’s helpful to break your financial life into phases so you can focus on what’s most important right now. Understanding how decisions you make today affect what tomorrow looks like is vitally important. Keep in mind, these phases blend together and don’t always look the same as someone else’s journey.
This post was last updated on December 30, 2023, to reflect all updated information and best serve your needs.
A 403(b) plan or tax-sheltered annuity (TSA) is a retirement account for public schools, colleges, and universities as well as for churches and non-profit organizations. While the account works similarly to other retirement plans like a 401k, there are some differences.
This post was last updated on December 31, 2022, to reflect all updated information and best serve your needs.
No matter how well things are going, disaster can always strike. The best way to turn a disaster into an inconvenience is to have a solid emergency fund. A large setback can have significant consequences for your financial stability and security.
This post was last updated on December 30, 2023, to reflect all updated information and best serve your needs.
You’ve reached many milestones in your life so far, but retirement brings new challenges and opportunities. There are many goals that you may be looking forward to already or maybe you’re going back to the drawing board.
This post was last updated on May 26, 2023, to reflect all updated information and best serve your needs.
Retirement doesn’t mean you’ll no longer need or want to bring in any additional income. This is far from the truth for many people who’ve found ways to generate additional income after reaching retirement.
This post was last updated on July 16, 2023, to reflect all updated information and best serve your needs.
Just because you’re retired, doesn't mean you can’t still have a little side hustle or create new goals. Passive income is a great way to generate a little extra income without feeling like you’re “coming out of retirement” so to speak.
This post was originally published during the COVID-19 pandemic and was last updated on June 21, 2023, to reflect all updated information and best serve your needs.
Recent outbreaks of the coronavirus (a.k.a., COVID-19) outside of China raised concerns about health and safety. These increased concerns have sent stocks quickly lower over the last few trading days.
This post was last updated on October 25, 2022, to reflect all updated information and best serve your needs.
The Solo 401(k) is one of the most powerful retirement savings options for self-employed individuals. If you’re trying to save on taxes, save for your future, and run a business, the Solo 401(k) might be right for you.
This guest post was last updated on June 21, 2023, to reflect all updated information and best serve your needs.
A Donor Advised Fund (DAF) is like a charitable-giving savings account, helping you maximize your tax benefits while making a bigger impact on your favorite charitable causes.
This post was last updated on 20 June, 2023, to reflect all updated information and best serve your needs.
Money touches everything in our lives, but it doesn’t need to be the focal point of everything we do. Scrutinizing your money habits is a good thing, but you don’t want to constantly worry about each tiny detail of your spending. A full understanding of your money is good, so you don’t get carried away either – just don’t go overboard.
