Build Wealth Through Knowledge

Find your path to a fulfilling and financially secure future
;

SAVE

Learn the best tax-advantaged methods to save for your long-term goals

MORE

INVEST

Learn how to optimize the growth of your savings through investing

MORE

RETIRE

Learn how to plan, and ultimately enjoy your retirement

MORE

What's New

Check out our NEW channel on YouTube…

YouTube

Congratulations, You’re Retired! Which Money Should You Spend First?

Your taxable savings, your traditional IRA (or 401K), or your Roth. Which do you spend first during retirement?

Read More

The End of the Year is Approaching. Optimize Your Tax Savings Now!

Ten items for your end-of-year personal finance checklist. Have you maximized all your contributions and deductions for this year?

Read More

Maxed Out 401K? How to Add More Tax-advantaged Retirement Savings

Seven more methods to invest more savings and pay less taxes on what you earn

Read More

Stretch Your Retirement Savings with the Addition of an Annuity

A review of “Safety-First Retirement Planning” by Wade Pfau (2019). Adding an annuity to your retirement plan will relieve longevity risk and improve your retirement spending budget.

Read More

Four Best (and One Worst) Alternatives to Long-term Care Insurance

With our long lifespans long-term care coverage is becoming a necessity. Fortunately, many states offer partnership programs to assist in finding a good LTCI policy. Other options include hybrid annuities and life insurance policies.

Read More
More Posts...

*BONUS* Quick Reference Guides

Inflation

Quick Reference Guide

Free PDF

Want to learn more? Read the post HERE

 

Social Security

Quick Reference Guide

Free PDF

Want to learn more? Read the post HERE

 

This information has been provided for educational purposes only and should not be considered financial advice. Any opinions expressed are my own and may not be appropriate in all cases. All efforts have been made to provide accurate information; however, mistakes happen, and laws change; information may not be accurate at the time you read this. Links are included for reference but should not be considered an implied endorsement of these organizations or their products. Please seek out a licensed professional for current advice specific to your situation.

Liz Baker, PhD

Liz Baker, PhD

I’m an authority on investing, retirement, and taxes. I love research and applying it to real-world problems. Together, let’s find our paths to financial freedom.

More About Me

error: Content is protected !!