Here’s the common dilemma: You want to put away money in a tax-advantaged account such as a 401(k) for retirement, but the plan offered throughRead More
Tag: Investing
It’s becoming more common for employer retirement plans (ex. 401(k)) to offer the option of Roth contributions. For those wondering whether to make Roth (after-tax) contributionsRead More
There is plenty of info out there about bonds. But it can be a little bit confusing. So I’ve tried to distill the basics intoRead More
Once you have determined your ideal asset allocation, and decided that you want to invest in low-expense well-diversified funds, as opposed to actively managed funds or individualRead More
One of the most common questions on financial forums goes something like this: “I just came into X amount of money, I’m afraid to justRead More
“The simplest approach to diversifying your stock market investments is to invest in one index fund that represents the entire stock market.” ― Bill Schultheis
The big categories of personal finance include (1) income, (2) savings, (3) asset allocation. This post will focus on the basics of the latter. AssetRead More
It can be daunting to wade through a sea of code sections and acronyms (401(k), HSA, IRA, etc.) that refer to various types of tax-advantagedRead More