Articles on Retirement Plans

    Puzzled on what to invest?

    • We ask a few questions to decide your personal return and risk expectations
    • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
    • We monitor and send timely rebalance emails on what investment funds to buy and sell

    Looking for ideas to generate income?

    • ETF or mutual fund income portfolios for 4-7% annual income
    • Dividend stock funds
    • Passive real estate investments
    • more ...

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    High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...

    Portfolio Calculator (Simulator)

    Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.

    Retirement Calculator

    See how much you can save for retirement.

    Customize Asset Allocation Portfolios

    Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

    Investment Calculator

    Grow your wealth and see the power of compounding

    Looking for a (forgotten) 401(k)?

    Find plan contact info, plan expense, investment options or how to select investments on your 401k plan ...