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        1,654 results found

        1. How To Use Your 401(k) Funds To Start A Business
          November is National Entrepreneur Month. With studies showing 30% of new businesses are started by people above the age of 50, you might be
        2. 5 Things to Do as Your Retirement Date Approaches
          If you're among the nearly 5.6 million Americans who retire every year, here are five ways to make retirement easier.
        3. How to maximize employee participation in HSA plans
          High-deductible health plans (HDHPs) not only offer employees the opportunity to save on their premium contributions, they also provide access to what are commonly touted as triple-tax-advantaged health savings accounts (HSAs). HSA users can put away money tax-free, and account distributions for eligible healthcare cos
        4. Using A Solo 401(k) For The Soon-To-Retire Entrepreneur
          The Roth IRA Peter Thiel used to amass billions in tax-free dollars has renewed interest in using tax-advantaged retirement plans as a means for accumulating wealth. What hangs up entrepreneurs is they don’t want to set aside wealth only to have it be taxed away. Whether you think of this as greed or good business, tax
        5. No Summer Vacation This Year? What to Do with the Money You’ve Saved
          From spring through summer this year, we’ve seen travel get disrupted by COVID-19. Some countries have even banned international travel to help contain the virus. SEE MORE COVID-19: A Once-in-a-Lifetime Chance to Change Our Spending HabitsClients at my firm who began planning dream vacations many months ago have been a
        6. Sandwich generation: How do you decide whose needs come first?
          Squashed, spread too thin, nothing left. This is not how you want your lunch described, but for those who are part of the “sandwich generation,” these descriptions are all too accurate.
        7. Gen Z Smart Money Blog: Smarter Travel for Safer Spending
          Is your Instagram feed filled with traveling pictures, but you’re at home stressing about your bank balance? You’re not alone.
        8. Are You on Track? Financial Goals for Every Decade of Your Life
          Your career and lifestyle look completely different when you're in your 20s compared with when you're in your 60s: Your financial focus and planning in each decade should follow suit. Each decade is riddled with its own risks and problems, so it's important to know what to expect. Which decade can you afford to take mo
        9. Get 'smart' about credit cards
          The third Thursday of every October is Get Smart About Credit Day – a day to help promote the understanding of how credit works and how to build good
        10. 5 Mortgage Truths That Can Save You From a Lifetime of Regret
          Whether you’re a first-time buyer or just trying to avoid another costly mistake, understanding the full picture behind mortgage lending could save you thousands or even tens of thousands of dollars over time.