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Are Target Date Retirement Funds Still a Smart Investment?
Target date retirement funds, in particular target date index funds, can be a great set-it-and-forget-it investment option for younger investors or…
Daniel May, CFP®
Apr 7, 2022
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Are Target Date Retirement Funds Still a Smart Investment?
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Net Worth By Age in 2022: How Do You Stack Up?
One of our favorite annual shows is our Net Worth By Age series (you can watch the latest edition, from earlier this year, below). Although comparison…
Daniel May, CFP®
Jul 14, 2022
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Net Worth By Age in 2022: How Do You Stack Up?
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3 Flaws in Dave Ramsey’s Investment Strategy
Dave Ramsey has helped millions of Americans with debt, which is no easy feat. Over five million have participated in Financial Peace University, and…
Daniel May, CFP®
Dec 2, 2021
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3 Flaws in Dave Ramsey’s Investment Strategy
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How Much Should I Be Saving for Retirement?
How much is enough? 10%? 20%? 30%? Is it possible to save too much for retirement?
Daniel May, CFP®
Jul 8, 2021
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How Much Should I Be Saving for Retirement?
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The IRS Just Announced 2023 Tax Changes!
Not everyone gets excited about annual IRS inflation adjustments, but there are some reasons to be excited for next year’s adjustments especially, as…
Daniel May, CFP®
Nov 10, 2022
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The IRS Just Announced 2023 Tax Changes!
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Are U.S. Government I Bonds the Perfect Place To Store Cash?
Series I savings bonds were first issued by the U.S. Treasury in September of 1998, but have flown under the radar until recently. I bonds were designed…
Daniel May, CFP®
Jan 13, 2022
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Are U.S. Government I Bonds the Perfect Place To Store Cash?
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How Much Do I Need To Retire?
It’s a question anyone that’s serious about investing for retirement has asked themselves a thousand times: how much do I need to retire? Savers often…
Daniel May, CFP®
Aug 11, 2022
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How Much Do I Need To Retire?
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How to Make Money When Markets Are Flat
Investing when the market is going down doesn’t feel good. In periods when the market is steadily declining, you probably don’t look forward to logging…
Daniel May, CFP®
Dec 8, 2022
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How to Make Money When Markets Are Flat
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Are We in a Housing Market Bubble?
Housing prices have been skyrocketing across the country with no end in sight. Are we in a real estate bubble ready to burst or is this only the…
Daniel May, CFP®
May 13, 2021
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Are We in a Housing Market Bubble?
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The Federal Reserve Is Raising Interest Rates. Should You Be Worried?
The Federal Reserve slashed interest rates to effectively 0% at the beginning of 2020 to combat the sharp drop in demand and sharp rise in unemployment…
Daniel May, CFP®
Dec 30, 2021
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The Federal Reserve Is Raising Interest Rates. Should You Be Worried?
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Everything You Need To Know About the SECURE Act 2.0
The SECURE Act 2.0 was recently signed into law as part of a spending package passed late last year that included aid for Ukraine, military spending…
Daniel May, CFP®
Jan 19
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Everything You Need To Know About the SECURE Act 2.0
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The Best Ways To Save for Kids
The younger you are, the more powerful the dollars you save. How can you help your kids get a head start without neglecting your own financial life?
Daniel May, CFP®
Aug 5, 2021
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The Best Ways To Save for Kids
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