Are you ready to take the leap into the world of stock market investing? If so, look no further! Opening an account at Interactive Brokers is your ticket to unlocking a universe of opportunities. Whet...
Mortgage shopping can feel overwhelming, especially with interest rates over 6% currently. Making an informed decision about your loan type is critical to get the best rate and terms for your situatio...
While stocks are up big this year, gains are concentrated in a handful of large tech companies. This amplifies risks in broad market funds like 401(k)s.
Concentrated Gains in 2023
Over 80% of S&am...
Mutual funds can surprise investors with capital gains taxes - even on funds that lost money. Here's why it happens and how to reduce your exposure.
Why Fund Investors May Owe Taxes on Losses
Mutu...
The Biden administration's broad student loan forgiveness plan was blocked, but the new Saving on a Valuable Education (SAVE) program is moving forward. SAVE is an income-driven repayment plan that co...
With tax rates set to increase in 2026 when provisions of the 2017 Tax Cuts and Jobs Act expire, now may be a good time to consider converting your traditional 401(k) or IRA to a Roth. While you'll ne...
Cash balance plans are gaining popularity as a way for highly compensated individuals to sustain their desired income levels in retirement. But with interest rates on the rise, it may be time to reeva...
Financial infidelity is when one spouse hides or withholds financial information from the other. This can be anything from secret credit card debt to a hidden bank account. While financial infidelity ...
Introduction
Retirement is a major life transition that can be both exciting and daunting. On the one hand, it's a time to relax and enjoy the fruits of your labor. On the other hand, it's also a tim...
Planning for retirement can seem daunting with so many unknowns. When will you retire? How much will you spend? How long will you live? While there are no definite answers, guidelines based on your ag...