- How to Retire in Mexico
Many people dream of spending their retirement in a sunny and warm locale, often heading to Arizona or Florida. But perhaps you’re interested in retiring abroad instead of stateside. In fact, heading south of the border to Mexico has become… read more…
- How Much Should You Save for Retirement?
We all know that we should save for retirement but actually doing that can be a challenge. Many people don’t know where they should start or how they can find the right amount of money in their budget to make… read more…
- Cities Where Residents Are Well Suited for Personal Financial Advice
Financial advisors can be a great resource for helping people hit their financial goals, whether they are saving up to buy a home or preparing for retirement. In some cities across the U.S., there are young populations who have high earnings after housing costs who can benefit from professional financial advice. Below we look at these and… read more…
- Congressional Districts Where Seniors Are Prepared for Retirement
Before the recent tax bill was passed, there was some discussion around lowering contribution limits on retirement accounts. While no changes on contribution limits made it to the final version of the bill it does lead us to wonder which congressional districts would have been affected the most. Below we look at data on retirement… read more…
- The Best Places to Be a Financial Advisor
The average financial advisor makes $123,100 per year, according to the Bureau of Labor Statistics. That is about 2.5 times more than the average U.S. worker. But being a financial advisor is about more than just pay. It can also be a rewarding profession. Financial advisors can be some of the most trusted people in… read more…
- Where Seniors Are Most Prepared for Retirement
Saving for retirement is tough. Between paying rent or a mortgage, combined with credit card debt, or maybe student loans, finding a few spare dollars to contribute to a retirement fund is difficult. In fact, almost one in 10 seniors have an income which puts them below the poverty line, according to Census Bureau data.… read more…
- Where Retirees Rely on Social Security the Most
The best way to prepare for retirement is to get a head start by saving early and often, letting your 401(k) accrue interest as you head toward your golden years. But even the best-laid plans may go awry, and sometimes it’s difficult to save for retirement. This can leave seniors relying on Social Security to… read more…
- Beth Kobliner: Everything You Need to Know
Beth Kobliner has achieved success in journalism and finance over the past few decades. Her work has been featured in a number of financial publications and she’s made the rounds on TV and radio. She served on financial advisory councils for President… read more…
- The Right Age to Take Social Security Retirement Benefits
As you get older, you start thinking more about retirement distributions than contributions. One of the biggest questions that near-retirees have is, “What is the best age to start collecting Social Security benefits? Most take the benefits right away, but that… read more…
- What Are the Pros and Cons of Annuities?
Putting away money for retirement can be an arduous process. Once you figure out how much you need to save to retire, the real planning begins. There are a number of retirement savings options available, such as a 401(k) through… read more…
- A Guide to Investment Management Services
Investment management refers to the professional handling of a portfolio of securities, like stocks, bonds, options and more. It’s also known as asset management, money management and portfolio management. Investment managers typically buy and sell securities and other assets to achieve specified… read more…
- Can Senators Be Paid for Life After They Retire?
Between Netflix dramas and bad press, working in Congress might seem like a walk in the park. Filibusters and government shutdowns tend to dominate the headlines. In fact, in 2021, the House of Representatives was scheduled to work just 166 out of 261 work… read more…
- The Most Popular Jobs for Millennials
The first cohort of millennials entered the workforce around the time of the Great Recession, when the economy was sputtering. Combine that fact with the constantly changing make-up of the modern economy and you have a uniquely difficult employment situation for working millennials. Below we look at the data to see how millennials have responded… read more…
- 10 Steps to Reach Financial Stability
Imagine a world where you don’t have to constantly stress about money. You have enough to cover your bills, regular expenses, hobbies and more. Beyond that, you want to manage your finances so you end up able to afford the lifestyle you… read more…
- SIMPLE IRA Contribution Limits for 2025
A SIMPLE IRA is an excellent tool for small business owners to help their employees save up for retirement. This type of retirement account combines features of both the traditional IRA and the 401(k). Like both of these plans, the… read more…
- Who Is Ramit Sethi?: Everything You Need to Know
Ramit Sethi built himself up from humble beginnings to become a millionaire entrepreneur and best-selling author. The advice on his blog isn’t groundbreaking, but it’s his approach that sets him apart. He doesn’t hold back and tries to tell people… read more…
- What Is Estate Planning, and Who Needs It?
Estate planning is the process of setting up how your assets and property will be distributed upon your death. Through these plans, you can ensure your assets are given to the people and organizations you care about. Additionally, estate plans can minimize the amount of taxes your estate and family will incur once you’re gone.… read more…
- Patrice Washington: Everything You Need to Know
Patrice Washington had her fair share of financial troubles when she was younger. Now she helps others take control of their finances with honest and direct advice. She isn’t just going to drone on about building a budget though. Washington… read more…
- Roth IRA vs 401(k): What’s the Difference?
When it comes to saving for retirement, you have a ton of options to choose from. Do you open a traditional IRA or a open a Roth IRA? Both can help you save for retirement, but while a 401(k) is… read more…
- Cities Where Education Pays off the Most
It’s hard to overstate the value of an education. An education can boost long-term earnings and open up new career paths. But it can be tricky to measure the precise impact of pursuing higher degrees. Is a high school diploma enough? Should you pursue a master’s degree? The answers to those questions may differ based… read more…
- Wes Moss: All About the Financial Expert
Wes Moss has spent his career helping people to retire as soon as possible and as happily as possible. As a certified financial planner, Moss has experience showing people ways to reach their financial goals. He has also worked with… read more…
- Nicole Lapin: Everything You Need to Know
Nicole Lapin is a financial expert and successful entrepreneur who learned everything the hard way. She never studied finance or business. Instead she worked hard and tried to learn as much about money as she could. Now she shares the… read more…
- Is Your Inheritance Taxable?
Generally speaking, your inheritance is or could be taxable. However, the full story is more complicated than a simple yes or no answer. Whether you’ll pay inheritance tax and how much you’ll pay depends on a variety of factors, including… read more…
- How Much Money Should I Have Saved by 30?
Many people dream about retirement as a time to relax, have fun or just do whatever they want. To have the retirement of your dreams, you’ll need savings. How much you need depends on multiple factors so let’s take a look… read more…
- What Is a Fiduciary?
The term fiduciary is a good thing to hear if you’re searching for a financial advisor. If a financial advisor is a fiduciary, he or she holds a relationship of trust with a client and abides by fiduciary duty. Fiduciary duty is the ethical obligation to act solely in someone else’s best interest, which in theory… read more…