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Posts by category
- Category: Invest
- Should You Include Individual Stocks in Your Investment Portfolio?
- Should You Invest in Your Company Stock?
- Target Date Funds. Is Neglecting Your Investments a Good Thing?
- Saving for a Home Down Payment? Eight Investing Choices
- The Wash Sale Rule. How Investors Can Keep Clean and Avoid the Mess
- Are You a Trader or an Investor? Or Both? What’s the Difference?
- Capital Gains or Income? How Are Your Investments Taxed?
- Inflation is Quietly Decimating Your Savings. What to do about it
- Beyond Index Funds: Why Buy Actively Managed (Sometimes)
- Index Fund Investing for Beginners
- Teens: Start Investing Today in a Roth IRA
- Following the Herd, and Five Other Big Investing Mistakes
- Category: Retire
- Congratulations, You’re Retired! Which Money Should You Spend First?
- Stretch Your Retirement Savings with the Addition of an Annuity
- Four Best (and One Worst) Alternatives to Long-term Care Insurance
- “Retiring” From Your Job? Check These First Before Racing to the Exit
- What If You Can’t Retire When Planned? Redefining “Work”
- Will the Spend Safely in Retirement Strategy (SSiRS) Work for You?
- Will Social Security Still Be There When We Need it? Most likely
- Should You Trust Retirement-Savings-Goals-by-Age Estimates?
- Retiring Early? Withdraw from an IRA or 401K Without Penalty
- Need More Money to Retire? Consider a Reverse Mortgage
- 12 Things to Consider When Choosing a New Locale to Retire
- How Much Money Do You Need to Retire Comfortably?
- Category: Save
- The End of the Year is Approaching. Optimize Your Tax Savings Now!
- Maxed Out 401K? How to Add More Tax-advantaged Retirement Savings
- Should You Trust Retirement-Savings-Goals-by-Age Estimates?
- Is Yoga Covered by my Health Savings Account? What About Sunglasses?
- Saving for a Home Down Payment? Eight Investing Choices
- Inflation is Quietly Decimating Your Savings. What to do about it
- Retiring Early? Withdraw from an IRA or 401K Without Penalty
- Rollover Revisited: Why Sticking With a 401K May Be Better
- Before You Cash Out an Inherited IRA, Review Better Options
- How Much Money Do You Need to Retire Comfortably?
- Best Way to Save for Your Kid’s College?
- Teens: Start Investing Today in a Roth IRA
- Following the Herd, and Five Other Big Investing Mistakes
- Category: Tax Savings
- Congratulations, You’re Retired! Which Money Should You Spend First?
- The End of the Year is Approaching. Optimize Your Tax Savings Now!
- Maxed Out 401K? How to Add More Tax-advantaged Retirement Savings
- Should You Invest in Your Company Stock?
- Is Yoga Covered by my Health Savings Account? What About Sunglasses?
- The Wash Sale Rule. How Investors Can Keep Clean and Avoid the Mess
- Capital Gains or Income? How Are Your Investments Taxed?
- Retiring Early? Withdraw from an IRA or 401K Without Penalty
- Rollover Revisited: Why Sticking With a 401K May Be Better
- Before You Cash Out an Inherited IRA, Review Better Options
- Best Way to Save for Your Kid’s College?
- Teens: Start Investing Today in a Roth IRA
- Category: Uncategorized
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
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.
