How to Choose Your Retirement Account Type
Once you’ve chosen the company you want to open your account with, you need to choose the account type (or “types” if you’re planning to open more than one) you want to open. [...]
Setup Full and Automatic Bill Payments
If you’re in the habit of reviewing transactions to check for accuracy and ensuring spending is in check, and your financial health is such that you can ensure you will always have enough [...]
How to Choose a Company for Your Retirement Account
Choosing a company, and the type of account type you’ll use for saving and investing for your retirement is important. Read the guidance and rules of thumb below as you consider your decisions. [...]
Retirement Account Setup Checklist
Setting up your retirement account (or any investment account) involves three distinct steps: Choosing the company (i.e. “brokerage firm”) Choosing the account type Setting up and funding the account [...]
How to Set Up Automatic Funding to Your Retirement Account
To set up automatic funding for your retirement account you need to: Set Up Funding Transfer: Set up the automatic transfer from one of your liquid accounts (typically checking or savings) into your [...]
Types of Passive Income Opportunities
Types of Passive Income: Passive income may come in a variety of forms including rental income, a business you own, or "gig work." Levels: There are multiple levels of “passivity” for passive income. [...]
Alternate Retirement Savings Methods
Broadly speaking, there are three ways to save for retirement outside of a single retirement account. Invest more money Diversify your investment accounts Create new income streams To diversify your investment accounts, consider [...]
Retirement Calculation Methods
There are various methods to calculate your retirement nest egg needs. Below are three of the most common methods, descriptions of who they’re good for, and how they work. The MoneySwell Retirement Planner tool [...]
Setup Purchase (either lump sum or recurring)
For Lump Sum contributions, look for the ticker symbol of what you want to buy and click "Buy" For Recurring contributions, each site is different but look for words like “Automatic investing” or “Recurring investing” [...]
Choose Investment
We won’t cover investing basics here since we've already covered them in this article. But for the purposes of this subtask, it’s important to determine your time horizon, appetite for risk, and hoped [...]
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