Traditional IRAs, Roth IRAs, and Roth conversions (video number two – vlog)

KJ: This is our second vlog post to date, so we hope you like it! This video is all about saving to Traditional IRAs, Roth IRAs, and how you may still be able to save to a Roth IRA even … Continue reading

Why a Roth and a taxable account are a young saver’s best friend

KJ: We recently wrote about: Financial independence: a new concept in lifestyle retirement planning, but how do you know where to save and how to save to reach financial independence? Especially if you are a young saver, some of the … Continue reading

Financial independence: a new concept in lifestyle retirement planning

KJ: One of the biggest topics in the media today is retirement. With thousands of baby boomers reaching the official retirement age each day, it’s all a lot of us think or talk about. How do you get there, how … Continue reading

Smart 401k planning must knows

KJ: We recently came across a quick 401(k) article talking about 7 ways to avoid a 401(k) disaster. In my opinion, there’s never too much you can read or understand about your retirement plans, so we’ve created our own set … Continue reading

A target to aim for: what do I need to save for retirement?

KJ: One of the commercials that Fidelity had running a few years ago had a green arrow with a number above each person. The magic number was the amount of money that person needed to have socked away for retirement. … Continue reading