Retirement planning tips by age

3 Retirement Planning Tips For Every Age Group

32% Percentage of Americans on target to cover their current expenses when they retire. No matter what stage you are in life, there are tweaks available to improve your path to retirement. Whether you are just starting out or about to hit retirement, we have tips on retirement planning by age for you. This comprehensive […]

Roth IRA Vs. 529

College tuition and fees alone cost $32,088 for four years at a public university, according to the U.S. Department of Education. Go to a private university instead, and it could cost you upwards of $100,000, and that’s not even including room and board, supplies, or textbooks. $32,088 Average college tuition fees at a public university […]

Monaco is the city with highest density of millionaires in the world

If you’ve ever dreamed of joining the seven-figure club, you’re not alone. Many Americans fantasize about having a net worth north of $1 million. In fact, to be considered “rich,” most Americans believe you need an average net worth of $2.4 million. Although Americans may be divided about what exactly it means to be “rich,” […]

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 […]

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

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 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 […]