Investing and Personal Finance Archives » Page 3 of 5

If you’ve got a traditional pension plan from work, you’re one of only about 31% of Americans. Having a form of guaranteed income in retirement is always a nice benefit.

Investing and Personal Finance

How to Take Money from Your 401k Before Age 59 ½ Without a Penalty

September 15, 2022

If you’ve ever thought about retiring early – say, before age 60 – you’ve likely thought about how you’re going to be able to create the cash flow you need and to make it last for the rest of your life. The problem is, you’re not yet old enough to take any Social Security retirement… View Article

Investing and Personal Finance

Are You Retired and Charitably Inclined? Try This Strategy!

September 1, 2022

If you’re at least age 72, you probably know that you’re in what’s called “Required Minimum Distribution” territory. This is when you’re required to take at least a minimum amount of money from your tax-deferred retirement accounts and pay taxes on that amount. For people with especially large accounts, taking even the minimum can result… View Article

Investing and Personal Finance

Why You Should Manage Risk In Your Portfolio

August 25, 2022

When you manage exclusively for returns, you tend to forget about risk; and risk is really the most important part of the equation. This is why it’s far better to manage the risk in your portfolio, because when it comes to investing, returns are not always what you want them to be when you need them. Risk, though, is pretty much guaranteed.

Investing and Personal Finance

Investing: Is It Sometimes Better to Do Nothing?

August 12, 2022

Introduction If you’re like most investors, you’ve probably been hit pretty hard here in 2022. As of mid-July, the S&P 500 index was down almost 19%… this, after having gained almost 27% and hitting all-time highs just the year before. The turnaround was sharp, as investors started heading for the hills toward what they thought… View Article

Stocks and Bonds Are Both Down – Here’s What You Should Do

Save Like a Pessimist, Invest Like an Optimist

What to Do with Sudden Wealth

5 Things to Do Before the End of 2022

The Hidden Dangers of High-Yielding Bonds

Why Chasing Stock Yield Is a Bad Idea

You Need to Know These Two Roth Rules!

How to Take Money from Your 401k Before Age 59 ½ Without a Penalty

Are You Retired and Charitably Inclined? Try This Strategy!

Investing: Is It Sometimes Better to Do Nothing?

Investing and Personal Finance

A Way to Potentially Maximize Your Pension Payments

Why You Should Manage Risk In Your Portfolio

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