• Retirement

    All About IRAs

    Traditional IRA vs Roth IRA What if you don’t have a 401K (403b, a “Simple IRA” or a or a SOLO 401K) at work? Or maybe you don’t like the available plan options. There are still tax-advantaged ways you can…

  • Retirement

    Tale of 2 401Ks – Why Expenses Matter

    We need to talk a little bit about investment expenses. Those of us who plan on enjoying our “golden years” will save money for retirement. The majority will use mutual funds as our go-to investment vehicle. (We will spend much…

  • Retirement

    Max Out That Retirement Account

    Assuming that your have access to a 401K, 403b, a “Simple IRA” or a or a SOLO 401K, stuff money in that account and the government will pay back 24% of what you save! How is this possible? The government…

  • Retirement

    Who wants to be a Millionaire?

    Let’s talk about retirement.  If you are planning on social security to fund your retirement – think again.  Not because social security will be bankrupt before you retire. Social security is one of the most popular federal programs and likely…