Do you have an Investment Policy Statement (IPS)? If not, then you are missing out on one of the key ingredients of a successful investing career. An Investment Policy Statement is a written policy of ... Read More about How to Write an Investment Policy Statement – A Guide to Help Keep Your Investments on Track

I think everyone who is eligible to open a Roth IRA should consider it. The long term tax advantages usually make the Roth IRA a great way to invest for your retirement, giving investors the ... Read More about Best Places to Open a Roth IRA Account

Updated for 2018: One of the best ways to save for retirement is with an Individual Retirement Arrangement, or IRA. Because of the great tax advantages, the IRS created maximum IRA contribution limits ... Read More about 2018 Traditional and Roth IRA Contribution Limits

Investing is one of the most often misused financial terms. The word "investing" is often used correctly in the broad sense of the term, but it is often used interchangeably with words that have ... Read More about What is Investing?

My brother recently contacted me to ask how to invest a thousand dollars. He was thinking about opening a Roth IRA, but he wanted to know if that was the best place to put his money for the long term. ... Read More about How to Invest a Thousand Dollars Today

In recent years there's been a major push in the investment universe toward investing in funds rather than investing in individual stocks. This includes both mutual funds and exchange traded funds ... Read More about Should You Invest in Individual Stocks, or Stick with Index & Mutual Funds?

Though most people who plan for early retirement focus mainly on accumulating a large investment portfolio to create income, lowering living expenses is equally important. One of the best strategies ... Read More about The Pros and Cons of Relocating for Early Retirement

It can seem as if most of what you do is to just get by, and pay the bills. Early retirement can seem like a pipe dream if you're a middle class income earner. How would it even be possible to save ... Read More about Is Early Retirement Possible for Middle Class Income Earners?

Financial independence is an almost universal goal. It's on just about everyone's bucket list, with the only major barrier being "when". Yet relatively few ever reach that point in their lives. The ... Read More about The Biggest Obstacles to Financial Independence – And How to Get Past Them

A lot of people would like nothing better than to retire early. Others are skeptics. Though early retirement may sound like a good idea for sure, it also looks like a massive effort. But whether ... Read More about Why Preparing for Early Retirement is a Worthy Goal – Even if it Never Happens