Where is the Best Place to Keep My Emergency Fund?
People should strive to have an emergency fund that covers 3-6 months of living expenses. But not all savings accounts are created equal.
What is Bond Duration and Why is it Important?
The higher the bond’s duration, the more its price will fall as interest rates rise. If interest rates are expected to fall during the time the bond is held, a longer duration bond would be appealing because its price would increase more than comparable bonds with shorter durations. As a general rule (with equal credit quality) the shorter the bond’s duration, the less volatile it will be.
2023 401k Contribution Limits
The amount of money that can be contributed to a 401k has changed since last year. Alicia Vande Ven explains the new 2023 limits.
What is the Income Limit for IRAs in 2023?
While the income limit (or lack thereof) remains unchanged from 2022 to 2023, what has increased are the phase‑out ranges for deducting your IRA contributions.
What are the Income Limits to Contribute to a Roth IRA in 2023?
The 2023 income limits for contributing to a Roth IRA have increased from the 2022 limits.
2023 Market Outlook: Financial Factors Shaping the Year Ahead
For the first time since 2018, most investors saw a negative year in 2022. We examine several investing trends in our annual market outlook.
The Financial and Psychological Impact of Returning to the Workforce After a Long Absence
After spending more than 10 years out of the workforce, financial advisor Alicia Vande Ven writes about how returning has impacted her.
Year-End Financial Checklist
It’s important to review your finances and check the boxes on year-end tasks. Here’s our list of things to consider as we close out 2022.
What Should I Do with My 401k After Leaving a Job?
Thinking of changing jobs or already left your previous employer? Here are three possible options for the 401k in your old plan.
Financial Market Recap for Q3: Gimme Some Truth Podcast
In a bonus episode of the podcast, Nate and Clint sit down in the Gimme Some Truth studio to go over the insights and data from the third quarter.
As Fall Falls: A Market Perspective
As the seasons change, it’s important to remember–especially in the midst of a downturn–that the market has seasons, or cycles, of its own.
What Assets Get a Step-Up in Basis at Death?
The passing of a loved one can create a lot of financial complexity, but a step up in basis can help reduce a beneficiary’s financial burden.