The concepts behind finance and investing can be very complex to most people. Often, looking at your portfolio can prove challenging to...

Being in the industry of helping everyday people save and plan for retirement has provided insight into what it takes to be successful...

What is an ESOP? An ESOP, or Employee-Stock Ownership Plan, is a unique retirement plan allowing employees to own the company. Companies...

I recently stumbled upon a stat that got me thinking. It said, "that people who work longer are living longer". We've all heard the...

The National Bureau of Labor Statistics did a study in August 2021 looking at the number of jobs that people born between 1957 and 1964,...

My wife is a high school women's basketball coach. As such, and considering we have one daughter in junior high and one in late...

You recently left an employer where you were contributing to their 401(k), 403(b), or some other qualified retirement plan. Now what?...

Things like a savings rate for retirement seem so trivial in the grand scheme of life, right? I’m reminded of that as I watched my...

It’s a rainy Sunday, and there’s not much to do – no swimming, no basketball with my son, and we just enjoyed a wonderful lunch at The...

There's inherent risk in the stock market. The stock market has highs and lows, but how can you measure your investment portfolio?

New Year’s Resolution: 2023 When it comes to fresh starts, there is no better time than the start of a new year. People are hopeful,...

Dueling Contributions Beginning Baby step 4 (Funding retirement accounts) can be exciting for anyone who has emerged victoriously from...