How to Choose Investments for Retirement
For long-term investing you want to find something that is diversified and has low fees. The Vanguard Total Stock Market ETF (VTI) or Vanguard Total Stock Market Index Fund (VTSAX) both meet that [...]
How to Open Your Account
Once you know the brokerage company you’re going with and the account type you’re going to open, actually opening and funding the account is pretty straightforward - just follow the guidance below. [...]
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 [...]
How to Retire Comfortably
To achieve a comfortable retirement or financial independence, you need growth in your assets. This means you need to invest. This action plan focuses on investing in the market (stocks and bonds including [...]
Set Up Automatic Debt Payoff Plans
Do one of the following: Set Up from Lender: Go to your lender’s website and provide the necessary information for your lender to withdraw your regular payment from your other account. (Typically you’ll [...]
Calculate Your Medium-interest Debt Payoff Date
In the notes box above (for logged-in users), write down your medium-interest debts, calculate your payoff dates using the links blow, and write down the payoff dates next to each debt. Loans with [...]
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