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Can You Afford to Retire Early?

Retrieved from https://www.schwab.com/learn/story/can-you-afford-to-retire-early March 19, 2025

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Personal Choice Retirement Account (PCRA)

Read more about it https://www.schwab.com/pcra and https://www.schwab.com/resource/pricing-guide-for-retirement-plan-accounts Basically, I am not happy with the service and selection for current 401k....

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2025 Tax Change – Middle Class Still Screwed

What is the percentage difference between 12% and 22%? Many get this wrong. This is why the middle class is screwed. Retrieved from...

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Better To Get Paper Statements?

Ever heard of out of sight, out of mind? It looks like employer is not paying any fees.

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Complaints Filed With BBB for Voya

Saving my work in case it gets deleted. Forgot to mention spouse as 10 million in 401k and every time there is a change it causes HUGE impact to the funds – sarcasm....

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Learn Skills That Help You

At a young age, Jerry gave me the book Looking Out for #1 by Robert J. Ringer. I am reminded of my dear departed friend (Jerry Roberts) for his friendship and wisdom. Learn to invest.

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Cash Is Not King

Typical Asians hide money mattresses. I have finally started a portfolio for my spouse. Better to buy bottom then top. Before investing please understand and manage risk as everyone has a different...

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I am not crazy but I am

Congratulations! You’ve just taken the first step toward better brain health. Your results show that you have Brain Type 1—the most balanced and consistent of all brain types. YOUR BRAIN TYPE TENDS...

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Retirement Planning

Set and forget do work.

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Don’t Tax Me!

Questions and answers about the new deduction for qualified overtime compensation One, Big, Beautiful Bill: How to take advantage of no tax on tips and overtime No Tax on Overtime Explained: What the...

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