
Blog
When Should I Start Planning for Retirement?
Planning for retirement is about more than saving money. It is about having the freedom to live the life you want. Starting early gives you more options, but it is never too late to make intentional choices that secure a fulfilling, work-optional future.
Invest Like a Woman: Closing the Gender Wealth Gap
More women are investing than ever, closing the financial gap and building lasting wealth. With smart strategies like diversification and long-term planning, you can take control of your future and achieve financial independence.
Evaluating Funds for Your Portfolio: How to Choose Mutual Funds
While selecting the right mutual funds is important, the cornerstone of wealth-building lies in a disciplined, long-term investment approach. By starting early and investing consistently, you harness the power of compound growth, setting the stage for financial success. Diversifying through mutual funds can further enhance your investment strategy, making it more manageable and effective.
Financial Psychology: Understanding and Beating Biases
Your financial future isn’t just about numbers—it’s about mindset. Behavioral finance, the study of how attitudes and biases shape financial decisions, is changing the game. Uncover 12 common money biases in this article and gain actionable tips to overcome them.
The 5 Habits of Millionaires
What are the key habits that millionaires share? Discover the five essential habits and how being intentional and having a solid plan can lead you to financial success. Learn how to live within your means, avoid depreciating assets, boost your income, invest smartly, and the benefits of working with a financial planner.
Teens Can Become Millionaires
Yes, teens can become millionaires. Some might say it’s too hard, but it is possible. Starting young gives you a huge advantage.
A 401(k) Rollover Step-by-Step Guide
Rolling over a 401(k) doesn’t have to be complicated. In this step-by-step guide, you’ll learn how to transfer your retirement savings into an IRA or new employer’s 401(k), avoid costly mistakes, and gain more control over your investment options.
The Roth IRA Five Year Rule
Roth IRAs are a powerful tool for tax-free growth in retirement, but there’s a key rule you need to know: the five-year waiting period for withdrawing earnings. This article explains how the rule works, how Roth conversions add complexity, and why starting early can maximize your tax-free retirement income.
Taking a Mulligan on a Roth Contribution
Michael Hollis discusses what to know regarding retirement contributions and what you can do when.