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Understanding 401(k) Plans - Understanding 401(k) Plans A 401(k) plan is one of the fundamental vehicles for retirement savings in the United States, alongside the Individual Retirement Arrangement (IRA). 401(k) plans are named after the section of the US tax code they are based on, and are the primary method under which employees build retirement savings with contributions from their employer. What is a 401(k)? https://youtu.be/62gmckb5l28 A 401(k) is a “defined contribution” retirement account, provided by many employers to… Read More...
Personal Finance
Credit – Using Borrowed Money - What Is Credit? "Credit" is when you have the ability to use borrowed money. This can come in many different forms, from credit cards to mortgages. There is a wide range of ways to use… Read More...
How to Evaluate a Portfolio Manager - A good way to evaluate a manager is to ask many relevant questions pertaining to your own personal financial situation and your financial goals. Examples of questions to ask are: Read More...
IRS Audits - Once you file your income taxes, the IRS will review all the forms you submit, and either issue your return or refund, usually with very little turnaround time. However, occasionally the IRS will ask you… Read More...
Planning for Retirement - When should someone start planning for retirement? Fidelity Investments recommends most young people try to save up 2x their annual salary by the time they turn 35, which is a pretty good benchmark to shoot… Read More...


