Category Archives: IRAs/401(k)s

IRAs/401(k)s, saving · March 23, 2022

How to Boost Your IRA Contributions

A recent report from Fidelity reported that among its clients with an Individual Retirement Account (IRA) the average annual contribution has been around $4,100 to $4,300 for the past few years.

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investing, IRAs/401(k)s, Stocks/Bonds/ETFs · February 2, 2022

Improve Your Investments for the New Year

The new year has been a rough one for stocks. And it hasn’t been great for bonds either. Just about everything lost value in January. So how you are feeling about what has happened?

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car loans, home loans, IRAs/401(k)s, retirement, saving · January 19, 2022

How To Build Your 401K Account For Retirement

The IRS has increased the amount you can contribute to your 401k in 2022. For anyone younger than 50, you can contribute up to $20,500 in 2022.

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investing, IRAs/401(k)s · December 29, 2021

401k Tips When You Leave Your Job

If you have quit a job recently, or you’re contemplating taking a break to reassess (or maybe retire), you still have one pressing job to handle-- what to do with your 401k.

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IRAs/401(k)s, retirement, Stocks/Bonds/ETFs · October 20, 2021

Save Your 401k, Get a Lower Expense Ratio

Do you have a 401k you left behind at an old job? A new report from Capitalize estimates that there are around 24 million orphaned 401k accounts with combined assets of nearly $1.3 trillion.

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Emergency Funds, IRAs/401(k)s, retirement, saving · July 14, 2021

One Financial Decision You Won’t Regret

Regret can be a powerful motivator to change behavior. For anyone younger than 60 I hope you will avoid an all too common regret that today’s near-retirees and retirees have.

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investing, IRAs/401(k)s, Stocks/Bonds/ETFs · June 2, 2021

Time to Take Stock of Your Portfolio Risk

You know I am a big believer that your long-term retirement investments should include a big chunk of stocks. Over time, stocks provide the best chance of gains that will be higher than the rate of inflation.

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Emergency Funds, IRAs/401(k)s, must have documents · May 26, 2021

Plan Now So You Won’t Ever Need to Panic

The past year has been a crash course in the need to plan for life’s What Ifs. A fast and furious bear market for stocks. A global virus that us all more aware of the fragility of life.

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IRAs/401(k)s, retirement · April 28, 2021

What I Want Every Mom to Do Right Now

Mothers with young children have had it especially hard during the pandemic. It is depressing, but not exactly surprising, that women whether married or not have taken on the bulk of stay-at-home and remote-learning responsibilities.

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