Should You Convert to a Roth During a Down Market? 

Photo: Drew Angerer/Getty ImagesIf you’re a high earner or invest in a traditional IRA, you might be planning to convert your account to a Roth for some tax savings and easy access...

Why NewRetirement is my favorite retirement planning tool

Over the past week, I've shared two terrific retirement planning tools. First, I explored the pros and cons of Personal Capital. Next, I looked at OnTrajectory, which is the best traditional retirement calculator...

Before Taking a Tax Refund Advance, Ask These Questions

Photo: rawpixel on UnsplashMany Americans rely on their tax refund to pay off bills, fund larger goals or, this year, keep them afloat as they wait for the government to reopen to...

Be Wary of New 'Tricks' for Raising Your Credit Score

Image: Stephan Henning on UnsplashOver the past few months, there have been a handful of announcements from credit companies about new “tricks” consumers will soon be able to use to improve their...

John Bogle's Investing Philosophy Is Still the Best

Image: Getty Images/Jemal Countess/WireImage for Time Inc.John C. Bogle, founder of the Vanguard Group and creator of the index mutual fund for individual investors, died Wednesday. He was 89.It’s difficult to think...

File Your Taxes Early This Year

Photo: Natalie Behring/Getty ImagesTax season officially starts Jan. 28, and experts are advising people to start filing early this year if they don’t want their refund delayed.The reason is two-fold: For one,...

All the Tax Credits You Can Take for 2018

Image: Minesh Patel on ReshotCan you smell it in the air? It’s tax season, and we’re all trying to get the biggest refund possible. That means taking advantage of tax deductions and...

All the Tax Deductions You Can Take for 2018

Image: rawpixel on UnsplashThis tax season promises to be an...interesting one, with the government shutdown and new tax law provisions colliding to create a perfect storm of confusion and inefficiency. We’ll get...

Schedule Your Medical Appointments Right Now 

Have you scheduled your annual check-ups for 2019? One consideration: Front load all of your regular medical appointments, screenings and check ins at the beginning of the year.The case for doing so is...

Pick the Target-Date Fund That Aligns with Your Goals, Not Just Your Retirement Year

Image: Annie Spratt on UnsplashIt might be time to rethink which target-date fund you’re investing in with a different calculation in mind.To summarize, target-date funds are mutual funds designed by brokers to...

Stay connected

8FollowersFollow
78FollowersFollow
0SubscribersSubscribe
Advertisement