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 →
Is The Roth 401(k) Right For You?
The 401(k) is probably the most popular retirement plan in America. Most of you probably have one where you work. But what’s this Roth 401(k) you’ve been hearing about? How does it work? Is it as good a deal for... Read More →
Sudden Wealth From A Job Change?
My Mom worked for the University of Kentucky for 41 years. Yep, 41 years! Who does that anymore? Hardly anyone. Most working Americans will change jobs 11 times during their working years, according to Fidelity Investments. That works out to... Read More →
Time To Plan For Your 2014 Taxes
What? I just finished my #$%& taxes, and you want me to plan for next year?! That’s right. It’s fresh in your mind, and that’s the best time to make adjustments to anything, especially your tax preparation. If you take... Read More →
Do 401(k)s Have Stop-Losses?
It never fails. My best article ideas come from my clients! Thank you! Recently one of my clients called and asked a rather interesting question. “Do 401(k)s have stop-losses?” First, let me define what a stop-loss is for those of... Read More →
401(k) Balance At A High? Here’s What To Do Now
Checked your 401(k) balance lately? I’ll bet it’s up, if not at a all time high. That’s a good problem to have, right? So now what do you do? Do you make some changes, be more aggressive or go to... Read More →
401(k) Rollover Myths and Urban Legends
I frequently get questions from investors about their workplace 401(k)s. Sometimes the questions are based in fact, other times…not so much. There are more than a few 401(k) Myths out there. I want to talk about a few of these... Read More →
Year End 401(k) Housekeeping
We’ve all heard about the retirement savings shortfalls here in the United States. I spend a ton of time at my 401(k) participant meetings convincing them to save more. So here’s a list of things you should do in your... Read More →
Tax Reduction Tips for High Income Earners
I’m hearing it more every week. High income earners are looking for ways to reduce their taxable income. With the Bush Tax Cuts set to expire at year-end, and Washington not willing to do anything about it, people are searching... Read More →