How Much Retirement Income Do You Need?
Walk step by step through key sources of retirement income, the basics of planning strategy, and how to calculate the...
What Is a Secured Bond? A Guide for Investors
Secured bonds are debt investments backed by an asset. Discover what secured bonds are, how they work, and what happens...
10 Basic Principles of Financial Management
Organizing your finances is the first step to creating wealth. Credit cards, bank accounts, personal loans, brokerage accounts, mortgages, car...
What Silicon Valley Bank’s Failure Can Teach Us about Retirement Planning
There’s an important lesson for all of us in Silicon Valley Bank’s failure, especially when it comes to retirement planning....
What Happens to Your 401(k) When You Quit?
When you quit your job, what should you do with your 401(k)? CFA/CPA Charles Renwick walks through it step by...
Track Your 401(k), IRA, and More in Quicken
See the performance of your 401(k), IRA, brokerage accounts, and other investments, all in one place. Track your full net...
The Average 401(k) Balance by Age — And 18 Ways to Catch Up
How do your 401(k) savings stack up? See the average 401(k) balance by age, with 9 factors and tips that...
Roth vs Traditional IRAs: Which Should You Choose?
CFA/CPA Charles Renwick explains how to choose between traditional vs Roth IRAs, with examples, plus converting to a Roth IRA...
How Long Does a Bear Market Last? Remember These 3 Things
Market drops often recover faster than we remember. Michael Lynch, a financial planner formerly onsite at ESPN, shows why with...
Want to Retire Early? Start Here.
Want to retire early? Build your dreams, retire early, and claim your financial freedom. Take the first step right now...
IRAs, Roth IRAs, and 401(k)s Explained: Which Is Right for You?
What’s the difference between IRAs, Roth IRAs, and 401(k)s? And which is right for you? CFP® Jeff C. Johnson lays...
If You’re Hiring a Financial Advisor, There Are 4 Main Things You Need to Know
When hiring a financial advisor, consider these 4 main things, including 5 minimum standards and 5 key questions to ask...
These 2 Crucial Questions Will Determine Your Retirement Income
Even small nest eggs can be enough to live well. Michael Lynch, formerly onsite at ESPN and 5-time Financial Planner...
Stay on Top of Your Investments with Simplifi
You already know Simplifi was named the best budgeting app by The New York Times Wirecutter for the second year...
5 Financial Monsters—and How to Tame Them
Like Halloween, financial monsters like the Ghost of Ancient Debt or your Dreaded Were-bills don’t have to be scary. Learn...
Introduction to Pension Plans
While some people still stash cash under their mattresses for retirement, the majority know there are more springs than savings...
How to Make Your Money Last in Retirement
Want to make the most of your money in retirement? Take these 4 steps before you retire and live by...
The Pros and Cons of Pensions vs. Annuities
Many companies offer employees a choice between monthly annuity payments or one-time lump-sum retirement accounts from which they can draw...