Melissa Brock | Page 7

Nobody wants to pay taxes on hard-earned income in retirement, including you. Here's what you can do to sidestep paying taxes in retirement.

Have you snoozed through Retirement Savings 101? Did you realize that now, at 40, you need to get going? Here's how.

On the fence as to whether your company offers a good 401(k) plan? It might not. Take a look at the signs why you may need to ditch your company's 401...

Are you one of the employees that left or plans to leave during the Great Resignation? Here's why you might want to leave your old 401(k) right where...

Think you're ready to pay for tuition for college this fall? Watch out for these tax loopholes and pitfalls before you pay that first college bill.

Does a Backdoor Roth IRA seem like the magic answer to your tax situation? Let's find out why you might want to avoid this (non)tax-free option.

Think a target date retirement fund (lifecycle fund) offers the best way to zero in on the right retirement savings strategy? Maybe not. Let's find ou...

Did you start saving for retirement, then stop? Maybe the pandemic made you hit the pause button. Maybe you had to buy a new car. Or refrigerator. Wha...

Think you might want to tap into a guaranteed income strategy through longevity annuities? Let's go over why people choose them if they're worried abo...

Did you neglect taking career assessments during high school or college? You may be sacrificing major retirement savings if you're not in the right ca...

Did you just become a gig worker? Having trouble getting going on saving for retirement. Me, too. Let's walk through this issue together.

GenXers, do you have the recommended amount saved for retirement? You might be just shy of that goal, so let's do a quick check. Also, learn more abou...

Did you think ESG, SRI and impact investing all meant the same thing? Sorry to burst your bubble. Here's what each means and how you could short your...

Ready to head out on summer vacation? Put the car in park and stop packing your suitcase for just a second and do an important tax checkup first.

Are you a proud ESG investor? You should be proud — way to stick by your principles! However, you could make some serious mistakes when you invest sol...

Do you suspect that a friend, family member or you might have a money disorder? Take a look at what it means to have a money disorder and how to get h...

Are you looking at all the angles with your investments? Let's take a look at the ROI calculation and others and go into what you should avoid.

Ready to know the No. 1 way to lose money in the stock market? Read on to know exactly how you're losing money right now.

Did you inherit an IRA or know you'll be the beneficiary of an IRA? Know the rules outlined by the SECURE Act so your money doesn't get eaten up by 50...

Do you check your portfolio obsessively? Yeah, I did, too, until I figured out why I shouldn't. Learn more about why you shouldn't check your portfoli...

Does your portfolio bore you? Do you long to brag about something (anything!) when others talk about trading or investing? Here's a tip: Go skydiving...

Have you done everything you can to insulate your portfolio from inflation? Let's learn more about it and how you can tweak your investments to save y...

A market correction could rear its head. Here's what you should do next to coach your portfolio through the dip. It will help you know how to handle y...

Did you leave before you had another job lined up because you can't stomach the thought of going back to an office? Or did you have a job lined up? No...

Bitcoin transactions are recorded on a blockchain, a distributed ledger that cannot fail. Government doesn't control bitcoin (unlike banks) and that's...

Think you're in danger of retiring later due to the COVID-19 pandemic? Just the thought can cause you to feel extremely nervous, but are you on track?...

Have regrets about your portfolio during the pandemic? Many people do. Here's how you can be ready the next time a pandemic (or a recession) comes rol...

Losing money? Ugh. Been there, doesn't feel good. Take a look at these back-to-basics reasons you might be losing money. Everyone needs a gentle remin...

New college graduates might be scared to invest, and that's the beauty of micro investing: just to get started. Just be careful you don't keep that st...

It seems like summer always becomes the most expensive month of the year for my family. Between summer vacations, landscaping projects (why are rocks,...