Retirement


Investing 101: How to Start Investing

Welcome to Investing 101! You’ve come to the right place for the right information on investing basics. Before we start, I want you to hear me say this: The world […]

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Diversification: A Secret Weapon of Wealth-Building

“Diversification, along with other financial instrumentation, will allow allocation of capital along the market continuum while improving earning levels when investing conditions lack equilibrium . . .” Did that make […]

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Should I Save for Retirement, College, or Pay Off the Mortgage Early?

So you’re on Baby Steps 4–6! Congratulations! You can finally focus on investing for retirement, saving for your kids’ college expenses, and even paying off your mortgage. These are all […]

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How Do You Define Millionaire?

The meaning of the word millionaire is pretty straightforward, right? If you’ve got $1 million in the bank, you’re a millionaire. Done. And if you’ve got that much money stashed […]

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How to Enjoy Hobbies While Saving For the Future

I’m giving you permission to spend money. Now before you run to your spouse and show them this blog post, let me explain. Some people get the idea that you […]

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Finances After the Unexpected: Divorce, Remarriage and Death

You’re on the road to financial independence. You’ve paid off your consumer debt. You’ve got money in an emergency fund. You’re putting money away in your 401(k). You’re set. And […]

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Should I Downsize My Home: How to Decide

If you drive around town, you’ll likely see new houses popping up. And they’re getting bigger all the time. Back in 1973, the average home was 1,660 square feet.(1) Today, […]

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College Vs. Your Retirement: Put the Oxygen Mask on Yourself First

When you become a parent, you sign up for decades of decisions that demand answers—even before your first child is born! Will both parents work outside the home? When will […]

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How to Save for Emergencies, Big Purchases and Retirement

We all know we should be saving money, but why don’t we actually do it? Back in the day, your grandma saved her money in a coffee can and put […]

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Don’t Count on Social Security: Here’s Why

When I speak at events across the country, people ask me all sorts of questions about retirement planning. And one subject seems to trip them up a lot—Social Security. People […]

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