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10 Best Mint Alternatives (Free & Paid)
Mint was one of the first free online budgeting apps when it launched in 2007. I used it when it was first released. Intuit purchased Mint in 2009 and recently shut Mint.com down. Current users are now forced to…
ProjectionLab Improves Life Expectancy and RMD Calculations (March 2025 Update)
ProjectionLab just released several updates to its financial planning software. Its new partner life expectancy milestone makes it easy to model one partner outliving the other. While not something one likes to dwell on, the death of a spouse…
7 Best Retirement Calculators (#1 is Free)
Retirement calculators can help us plan and prepare to retire. When we are years away, these online tools can help us determine how much we should be saving. As we approach our time to retire, they can help us…
10 Best Investment Broker Bonus Offers of 2025
Like many other businesses, investment brokers sometimes offer bonuses to encourage investors to sign up with their services. Not all brokers offer a sign-up bonus, but a surprising number do. In this article, we'll look at the 10 best…
Higher Isn’t Always Better: The Surprising Truth About Safe Withdrawal Rates
Morningstar recently released its annual report on the state of retirement income. It's the fourth such annual report. In each, Morningstar uses assumptions about future market returns and inflation to estimate the safe withdrawal rate (SWR). In this year's…
The Optimal Order of Funding Retirement Accounts
When it comes to saving for retirement, there are four account types to consider: Workplace Retirement Accounts 401(k) 403(b) TSP 457 Individual Retirement Accounts (IRA) Health Savings Accounts (HSA) Taxable Accounts The different account types raise an important question…