Personal Finance

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We’re in Our Early 60s with $1.4 Million in Investments. Can We Afford to Withdraw $90k Per Year in Retirement?

There are going to be many factors that help you determine if you’re ready to…

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Searching For The Golden Ticket In AI

In my last column, I likened artificial intelligence to the wizard in “The Wizard of…

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Is There A Difference In Retirement Planning For Men And Women?

The question of whether there is a difference in retirement planning for men and women…

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Choosing The Right 401(k) For Your Small Business

Selecting a 401(k) plan for your LLC or S corporation can significantly impact your employees’…

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45% of Generation X is not confident about their retirement

As Generation X continues getting closer to retirement, some have less than rosy views about…

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Cash Stuffing: How This Trendy Budgeting Method Works

Although cash stuffing is a technique that’s been around for a while, it’s resurged in…

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Is The Discover it Balance Transfer Card Worth It?

Key takeaways The Discover it® Balance Transfer card offers a long 18-month introductory 0 percent…

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What Is An Unsecured Loan?

Key takeaways Unsecured loans are debt products that do not require collateral but may come…

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What Documents Do I Need to File My LLC Taxes?

If you are the owner of an LLC and want to file the correct tax…

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I’m 55 With $900,000 in an IRA. Should I Convert $100,000 Per Year to a Roth to Avoid RMDs?

At age 55 with $900,000 in a traditional individual retirement account (IRA), converting $100,000 per…

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