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Retirement Milestone Cheat Sheet

Retirement Milestone Cheat Sheet

Jul 8, 2025

In this issue:

  • Latest in Retirement Savings & Personal Finance: OBBB Tax Changes, More Debt Among Millennials, Adult Children Living at Home
  • Retirement Milestone Cheat Sheet
  • Tools & Tips: Main ETFs You Can Use
  • Market Overview
Savings Hacks

Savings Hacks

Jul 1, 2025

p>In this issue:

  • Latest in Retirement Savings & Personal Finance: Crypto in 401(k), Private Investments in Target Date Funds, BNPL Credit Score Impact
  • Savings Hacks Using BNPL & Others
  • Tools & Tips: Money Market Fund Center
  • Market Overview
Annuity Income Payout vs. Invest & Withdraw

Annuity Income Payout vs. Invest & Withdraw

Jun 24, 2025

In this issue:

  • Latest in Retirement Savings & Personal Finance: Annuity Is Back, HSA & Retirement Healthcare Improvement, Growing Medical Debt Crisis
  • Tools & Tips: Annuity vs Invest Calculator
  • Annuity Income Payout vs. Invest & Withdraw
  • Market Overview
The Right Way to Withdraw from Your 401(k) Without Regret

The Right Way to Withdraw from Your 401(k) Without Regret

Mar 18, 2025

In this issue:

  • Latest in Retirement Savings & Personal Finance: $1.5 Million’s Retirement Mileage Across Various States, Therapy Needed in Market Turmoil
  • The Right Way to Withdraw from Your 401(k) Without Regret
  • Credit Card Debt Consolidation Calculator
  • Market Overview
Maximize Your Cash Returns

Maximize Your Cash Returns

Mar 11, 2025

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?

Roth IRA for Kids? SEP IRA for Rental Income?

Mar 4, 2025

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
Dividend Income Investments: Benefits and Pitfalls

Dividend Income Investments: Benefits and Pitfalls

Jan 28, 2025

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
Option-Based Income Funds: Pros and Cons

Option-Based Income Funds: Pros and Cons

Jan 14, 2025

Option-based income funds can be a valuable tool for income-focused investors, particularly in low-yield environments. However, their higher expenses, potential underperformance, and tax implications necessitate a cautious approach.

9 Lessons From Retirees’ Biggest Retirement Regrets

9 Lessons From Retirees’ Biggest Retirement Regrets

Jan 14, 2025

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