Maximize Your Cash Returns
In this issue:
- Latest in Retirement Savings & Personal Finance: Inflation Pressure and 401(k) as Rainy-Day Fund
- Maximize Your Cash Returns
- Good Funds: Capital Group ETFs
- Market Overview
Roth IRA for Kids? SEP IRA for Rental Income?
In this issue:
- News & Tips You Can Use: 5 Tax Tips For Tax Filing Season
- 6 Ways to Cope in Your Retirement Savings & Spending Under the Current DOGE, Tariff Regime
- Backdoor Roth IRA Pro-Rata Conversion Calculator
- Market Overview
6 Ways to Cope in Your Retirement Savings & Spending Under the Current DOGE, Tariff Regime
In this issue:
- Latest in Retirement Savings & Personal Finance: Tax Season, Regulations Relaxed, Low Housing Affordability
- 6 Ways to Cope in Your Retirement Savings & Spending Under the Current DOGE, Tariff Regime
- 401k Early Withdrawal Cost Calculator
- Market Overview
Outsaving Regular Workers: How Gig Workers & Entrepreneurs Can Save 3x More for Retirement—Up to $70K Tax-Deferred!
In this issue:
- Latest in Retirement Savings & Personal Finance
- Outsaving Regular Workers: How Gig Workers & Entrepreneurs Can Save 3x More for Retirement—Up to $70K Tax-Deferred!
- Solo 401(k) Maximum Contribution Calculator
- Market Overview
The Hidden Benefit of Emergency Savings Accounts: It’s a ‘Regular’ Savings Account with Free Employer Match
In this issue:
- Latest in Retirement Savings & Personal Finance
- One Percent Difference: Fees and Growth
- Asset Allocation Calculator
- Market Overview
Maximizing Your Savings & Investments: The Power of 1% Over Time
In this issue:
- Latest in Retirement Savings & Personal Finance
- One Percent Difference: Fees and Growth
- Fee Calculator
- Market Overview
Dividend Income Investments: Benefits and Pitfalls
In this issue:
- Latest in Retirement Savings & Personal Finance
- Dividend Income Investments: Benefits and Pitfalls
- Dividend Income Calculator for Stocks, ETFs, and Mutual Funds
- Market Overview
Rule of Thumb: The 50/30/20 Budget Rule
In this issue:
- Latest in Retirement Savings & Personal Finance
- Rule of Thumb: The 50/30/20 Budget Rule
- Simple Budget Calculator
- Market Overview
9 Lessons From Retirees’ Biggest Retirement Regrets
In this issue:
- 9 Lessons From Retirees’ Biggest Retirement Regrets
- Returns of MyPlanIQ Core Model Portfolios
- Portfolio Simulator (Calculator)
- Lazy Portfolios: Simple Templates for 401(k) and IRA Investments
- Market Overview
Retirement Savings Tracker and Future ‘Pension’ Estimator
In this issue:
- Gen X’s Retirement Savings Shortfall
- Introducing Retirement Savings Tracker & Future ‘Pension’ Estimator
- Retirement Savings Tracker
- Most Popular Bond Funds in 401(k) Plans
- Market Overview
Smart Rules of Thumb to Manage Your Personal Debts
In this issue:
- Student Loan Payoff and 401(k) Match
- Smart Rules of Thumb to Manage Your Personal Debts
- Savings Goal Calculator: Payoff Debt and Save More
- Most Popular Bond Funds in 401(k) Plans
- Market Overview
Health Insurance Costs Far Outpace Inflation: How to Protect Your Retirement Savings
In this issue:
- Medicare Cost Increases for 2025 & Ever Rising Health Insurance Cost
- How to Safeguard Your Retirement Savings from Increasing Health Care Costs
- Investment Return Calculators for Funds, Portfolios or Stocks
- Most Popular Stock Funds in 401(k) Plans
- Market Overview
The Four Essential Steps for 401(k) Investments
In this issue:
- Leaving your company: things to consider for your company 401(k) account
- The Four Essential Steps for 401(k) Investments
- How to Determine the Amount to Contribute to Maximize Your Company Match
- Thrift Savings Plan: The Largest Public Sector Workers’ Retirement Savings Plan
- Market overview: Enjoy the season but don’t be complacent
Asset Allocation Portfolio Templates for 401(k) Investments
This article shows the most popular asset allocation core portfolio templates for long-term investments such as a retirement investment account like 401(k) account, IRA or a taxable brokerage account.
Rolling Returns: A Better Way To Evaluate & Compare Investments
We discuss how to utilize our newly upgraded free comparison tool to better evaluate and compare ETFs, mutual funds and portfolios using rolling returns
Index Funds As Businesses — Fundamental Indexing
Introducing fundamental index funds that align with business owner’s approach in investing. We also show how these funds have consistently outperformed.
High Yield Bonds Are Good Alternatives For Aggressive Fixed Income Investors
High yield bonds, managed correctly, can be a valuable addition to boost fixed income returns.
Trends, Factors & Indicators
We look at several famous lazy portfolios and discuss asset allocations and diversification effect in portfolio construction.
Lazy Portfolios Review
We look at several famous lazy portfolios and discuss asset allocations and diversification effect in portfolio construction.
‘Best’ Tactical Stock or Dividend Income Balanced Portfolios vs. Best Balanced Allocation Fund
We present our tactical balanced stock and dividend income portfolios that outperform the best balanced allocation fund T. Rowe Price capital appreciation fund PRWCX both in terms of returns and risk