manage accounts
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Manage Multiple Accounts Together (Including Your 401k)

Investing for the future can sometimes seem like an administrative nightmare. You have checking and savings accounts, a regular brokerage account, a 401(k) plan, an IRA … … and then you get married, only to find that your spouse has …
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find tax savings
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Save Big On Taxes (While There’s Still Time)

It’s that time of year again. Tax Day is just around the corner. If you have not yet filed – or even if you have – there is still some time to save big on taxes. And there’s a double-benefit: …
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cleaning
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Tips for Spring Cleaning Your Finances and Investments

If you live on the East Coast, you may not yet believe that spring has arrived. But despite the occasional windchill, it really is that time of the year again. Yes, it’s April. Time for tax filing, baseball games, and …
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retirement savings by age
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What’s the Best Retirement Savings by Age 30? 40? 50?

What’s the optimal retirement savings by age 30? Age 40? Age 50? The short answer is “more than most people save.” As you may have heard, Americans (as a general group) are under-funded for retirement. But you want a tangible …
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advice 401k
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Advice for Investing in Your 401(k) Plan

Do you want to build a more secure retirement? Of course. We all do. Unfortunately, navigating the world of 401(k) plans can be tricky. Many companies offer minimal guidance and advice about how to invest the hard-earned money that’s in …
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on track for retirement
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Are You On-Track for Retirement? 6 Bloggers Reveal Their Status

  Jemstep spoke to some of the most popular finance bloggers on the web, asking two critical questions: Do you know how much money you need for retirement? Are you on-track to build this retirement nest egg? Here’s what they …
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401k rollover
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Managing Your 401k Rollover After Leaving a Job

Leaving a job is one of the biggest decisions we make. Not only does it impact your career direction and earnings potential, but there are also implications for your retirement savings. You’ll need to make a choice about how to …
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target date funds
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Target Date Funds: Are They Right for You?

More and more people are investing in target date funds. The Investment Company Institute, a Washington, DC-based research institution, estimates that 41% of people who participate in an employee sponsored retirement savings plan have at least one target date fund …
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portfolio rebalancing strategies
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What’s Portfolio Rebalancing – And How Does It Affect You?

What’s “portfolio rebalancing” – and how can this strategy help you? Rebalancing is one of the most critical components of a smart long-term portfolio strategy. It describes a tactic to help you keep your portfolio aligned with your financial goals, …
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