best robo-advisors 2018

The Top 34 Robo-Advisors of 2018

Robo-advisors have become an extremely popular investment tool for Millennials and other investors. Rather than requiring you to make decisions like a passive investment strategy or pay high fees as you would with an active management strategy, robo-advisors enlist the help of technology to manage your portfolio. And because there’s not a lot of human […]

donated to Hurricane Harvey relief as % of net worth

At least two major donors to the Hurricane Harvey relief effort have been criticized: Donald Trump and Ruby Rose. You probably never expected to hear these two people mentioned in the same sentence, but here’s what happened. Trump donated $1 million from his personal funds to the Hurricane Harvey relief effort. While $1 million is a […]

What is a robo advisor

If you love to outsource menial tasks like cleaning your house or doing your laundry, you’ll likely also love the idea of outsourcing more complicated tasks like investing. But you might be wary of hiring someone since most financial advisors and wealth management firms charge extra fees to manage your investments. Fortunately, there’s an option […]

401(k) Contribution Limits for 2017

401(k) Contribution Limits for 2018

Most financial experts readily agree that when it comes to saving for retirement, your best bet is an employer-sponsored 401(k). If you have the opportunity to save for retirement with a 401(k) and your employer has a matching program, jump on the chance, says Doug Carey, a retirement expert and president of WealthTrace, which provides […]

How-to-Roll-Over-a-401(k)-to-an-IRA

How To Roll Over a 401(k) To An IRA

If you’re leaving your job and have a 401(k) with your soon-to-be former employer, it’s often a good idea to take the account with you. You can do this by rolling over your 401(k) into an IRA. Considering how hard you’ve worked for the money, it pays to ensure that you make the best choices […]

Philip_Taylor_Fincon

Philip Taylor is a CPA-turned-blogger who founded FinCon, the annual conference for influencers in personal finance and investing. We recently spoke with Philip to hear his thoughts on simple investing strategies and positive money messages. What is FinCon, and how does it try to help its members and followers? FinCon is a peer conference for […]

David John Marotta, CFP®, AIF®, AAMS® is the president of Marotta Wealth Management, a fee-only comprehensive financial planning practice in Charlottesville, Virginia. We had a chance to speak with David about topics ranging from retirement planning to savings to budgeting. Since you’ve founded a successful wealth management firm, could you tell us why you decided […]

Expert Interview financially integrated investments and personal finances

Suresh Madhavan is the creator of Financially Integrated, a blog which provides insights, tips, and tools to help people manage their investments and personal finances. We recently spoke with Suresh about investing strategies, wealth management, and retirement planning. Tell us a bit about your professional background. Why did you decide to start a blog? I’ve […]