“Truly invaluable advice, plus a well written and interesting read.” —Margaret
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Latest Articles
Capitalize Review–A Free 401k Rollover Service
Rolling over a 401k to an IRA is a hassle. I know from personal experience. Capitalize, a venture capital backed technology company, looks to take the hassle out of 401k rollovers. The company offers a free service that handles…
5 Best Dividend ETFs and 3 to Avoid
Dividend investing has become an obsession. Books have been written about. YouTube channels have been dedicated to it. Some have an almost cult-like attachment to the Dividend Aristocrats. Many investors flock to dividend ETFs because of their higher yields….
10 Ways to Protect Your Financial Accounts from Hackers
According to one study, cybercrime will cost the world $10.5 trillion a year by 2025. Today, every financial account from banks to credit cards to investments offer online access. For investors, the risk of loss from cybercrime ranks as…
3 Ways Early Retirees Can Tap Retirement Accounts Without a 10% Penalty
Summary: In most cases, distributions from a 401k, IRA or other retirement account before the account owner reaches the age of 59.5 are subject to a 10% penalty. There are, however, a number of exceptions. Some of the exceptions…
Fidelity ZERO Funds–Are They Worth the Cost?
Fidelity launched its ZERO index funds in 2018 to much fanfare. As their names suggest, these funds carry no expense ratios, a first in the industry. As great as a “free” mutual fund may sound, however, many wonder whether…
The 60/40 Portfolio for Retirees–Good, Bad or Ugly?
The 60/40 portfolio has powered retirements for decades. With 60% stocks and 40% bonds, this balanced fund offers equity-fueled growth and fixed income stability. Today, however, many are calling into question the sustainability of the 60/40 portfolio. Some even…