Charles Schwab and Fidelity made it really fast and easy to rollover a 401k to an IRA. The whole process completed in only two days.
Latest Blog Posts
When ACA Tax Credit Makes Your Premium Nearly Double Or Go To Zero
When you receive ACA premium tax credit, the gap in the premium between the benchmark Silver plan and the plan you choose can make a big difference.
Learn More About Taxes: Online Courses, Classroom, Books
Whichever learning style suits you, learning more about taxes will help you save money in the long run.
Effectiveness of “Borrow 30-Year and Invest The Difference”
A 30-year loan has lower monthly payments than a 15-year loan. See why investing the difference in monthly payments doesn’t pay off for a long time.
Add-On CD As A Hedge For Lower Interest Rates
Taking out an add-on CD with a minimum deposit hedges the possibility that interest rates will go down.
My Credit Score Dropped This Much After I Paid Off My Mortgage
Paying off your mortgage can make your credit score drop, but maybe that’s OK.
Pension Choices: Lump Sum, Single Life Or Joint & Survivor
How do you decide which payment option is the best for your pension? A lump sum, lifetime monthly payments, or a joint & survivor pension?
Best Index Funds and ETFs at Fidelity
This article lists the best index fund and ETF choice for each asset class when you invest at Fidelity.
Save Early Versus Experience Early
While saving early is a great, prioritizing experiences over income and saving for retirement in early life can be a better strategy.
Best Business Checking Account For Self-Employment
The best business checking account for your self-employment business when you don’t deposit or withdraw physical cash: no minimum balance, no monthly fee, accepts direct deposits and direct debits, pays good interest.