My 10 Favorite Articles from 2015
I wrote quite a few articles this past year. Today I wanted to provide a list of my favorite posts of 2015. All of these are from my blog, The Diligent Advisor, and all are from 2015. Perhaps you missed... Read More →
4 Year-End Money Moves
I can’t believe 2015 is almost over! It sure went by fast. As a result, some year-end money moves may have creeped up on you and your investments. So before you mentally check out for the holidays, here’s a few... Read More →
401(k) No-No’s
Want to know what not to do with your 401(k)? I’ve seen a little of everything in terms of no-no’s over the years. These are the classics. From borrowing too much, to being too aggressive or way too conservative. There... Read More →
Don’t Put off Retirement Savings to be Debt Free
I’ve always thought of being debt-free as the Holy Grail in personal finance. It’s a prize that can be nearly impossible to obtain. Yes there are some people that are debt free. I say congratulations, because it is quite an... Read More →
6 Financial No Brainers…in Honor No Brainer Day
February 27th is officially No Brainer Day. I know what you’re thinking. Wow, the perfect holiday for me! I said exactly the same thing. Let’s start with the definition of a “No Brainer”. It’s doing something that is simple, easy, obvious... Read More →
401(k) Limit Updates
Every year someone asks me how much they can actually contribute to their 401(k). There seems to be a ton of confusion. Some 401(k) participants seem to think it’s a percentage. They are confused by the match percentage. Somehow they... Read More →
4 Ways to Improve Your 401(k) Returns
Wondering how to boost those returns in your 401(k)? Is there really a way to make more money in my 401(k)? Actually, there are a few things you can do to help improve your 401(k) performance.No, it doesn’t involve the... Read More →
My 10 Favorite Posts from 2014
I wrote quite a few articles this past year. Today I wanted to provide a list of my favorite posts of 2014. All of these are from my blog, The Diligent Advisor, and all are from 2014. Perhaps you missed... Read More →
Changed Jobs? Rollover Questions Answered
Did you just change jobs? Have a IRA Rollover or 401(k) you haven’t moved yet from a previous employer? I received a couple of calls in the past few days from my 401(k) clients. Thank you by the way, it... Read More →
Is My 401(k) Protected From Creditors?
In a word…Yes. I get asked this question frequently. In fact both qualified plans like a 401(k), and IRAs have protection from creditors. It depends on the state you live in and the type of judgement you face. In 2005... Read More →