How To

How to Roll Over a 401(k)

Here's how to roll over a 401(k) to a traditional IRA, Roth IRA or even to a Roth 401(k)....

Scams in Retirement: How to Get Fraudsters to Scram

If a caller asks you for money or personal info like account numbers and passwords, you should hang up. Here’s how to spot scammers and protect yourself....

Are You a Money Dummy? Here’s How to Fix That

Lots of us didn’t learn about finances in school (or at home). No worries. To get ahead, you just need to dive right in and get started....

How To Donate 80,000 Comic Books—And Get A Marvelous Tax Break

Seven decades after he became addicted to Superman, Gary Prebula’s collection of graphic novels and comics has a permanent home at the University of Pennsylvania library....

How To Choose The Right Home Accounting Software

Using Excel sheets to track your finances just isn’t cutting it anymore, and let’s face it - they can be about as exciting as watching grass grow. Today, accounting software is streamlined...

How to Add Home Equity to Your Retirement Income Planning

Home equity is sometimes overlooked as a viable resource in retirement. You don’t have to sell your home to find income and liquidity....

How To Build A $1 Million 401(k) With A Savings Strategy

With the recent market jumps, the number of investors with $1 million in their 401(k) has also seen a boom. Here's how you can save and enjoy the next market push....

How To Boost Sales Bookings

Elevating your company’s sales bookings is essential for growth and profitability, yet many professionals find it challenging to do so efficiently. A clear understanding of the sales process, co...

Most Seniors Have Heart Disease - How to Reduce the Risk to Your Life

Heart Attacks Can Happen without Warning! Heart disease remains the leading cause of death worldwide, affecting millions of individuals each year. In fact, if you are over the age of 60, there is grea...

How to Organize Finance Life for Long-Term Success

Organizing your finances can seem overwhelming, but it is entirely doable if you take the appropriate actions. Discover how to manage your finances with focused techniques for creating budgets, paying...

How to Assess and Sell Your Collectibles

A look at how to assess and sell collectibles that you keep, including jewelry, coins, sports memorabilia and more....

How to Hack Capitalism

I get requests to blurb/promote books often, but now that I have an energetic 8-month-old who just started crawling (I’m both in awe and horrified), I don’t have much time to read books. W...

How to Save Money for Students

As a student, managing your finances can feel like a challenging course all on its own. Whether you’re navigating through high school or maneuvering through the complexities of college life, kno...

How to Avoid Debt in College: Your Financial Freedom Starts Here

Heading off to college? Buckle up because it's not just about academics and making new friends—it's also a crash course in managing your finances. Learning how to dodge debt can lead you to fina...

How to Earn Money as a College Student

As you navigate through your college years, balancing academics and finances becomes a crucial aspect of student life. While managing expenses is essential, finding ways to earn money while you study ...

Letter of Instruction: How to Share the Critical Details That Are Missing from Your Estate Plan

By Christopher Avery, Guest Writer “Death never takes the wise man by surprise, he is always ready to go.” — Jean de La Fontaine Most people are un- or under-prepared for their inevi...

How to Retire Early by 50

You can retire early by 50 or 55 if you take these FIRE (Financial Independence, Retire Early) steps now....

Gen X, Boomers, 9 Ways To Take Your Retirement For A Test Drive

Gen Xers & young Boomers see retirement on the road ahead. Here's how to take retirement for a test drive and reduce the chances that your retirement buy is a lemon....

Cohabitating with a Friend or Lover? How to Have a Better Roommate Experience!

There are a number of reasons why an adult may decide to have a roommate or romantic partner move in with them. They may be in love and want to share their life with someone. They may be worried about...

Is Your Money 'Lazy'? Here’s How to Put It to Work

A fat savings account may feel good, but letting your money just sit there could cost you more than you realize....

How to Become a 401(k) Millionaire

More Americans are entering the 401(k) millionaire club. In fact, 422,000 retirement savers are now labeled 401(k) millionaires¹. It’s not a surprise we are seeing a rise in questions about...

Multi Member LLC: How to File Taxes and Pay Yourself?

Opening a medical practice or business can be rewarding, but it’s not without its hurdles. What if your company faces ... Read more...

How to Estimate Your Social Security Benefits in Six Steps

To plan smart for retirement, estimate your Social Security benefits years before you'll need the money. Here's how to do it....

How to Optimize Your RMDs in Retirement

No matter where you are in your financial journey, many options are available, including eliminating RMDs altogether through Roth conversions....

Three Details That Matter for a Successful Retirement

Many people skip over retirement planning specifics that could help them create a stronger plan that would better match their needs. Here’s how to not do that....

How to Fly Private on a Budget as Low as $200 per Flight

What comes to your mind when you think about flying private? Here’s what I used to think — a swanky ... Read more...

Five Steps to Sorting Out Your Asset Allocation

Investing decisions can be daunting, but following this five-step process can make it easier to figure out how to allocate your investments....

Six of the Worst Assets to Inherit

Leaving these assets to your loved ones may be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone....

Interview With The Mad FIentist

The Mad FIentist (Brandon) is a FI legend. Many of his posts are cornerstone content for planning and executing FIRE life. These stand out: And my all-time favorite: How To Access Retirement Funds Ear...

How To Use The BAT Success Triangle To Master Money And Life

All the right attitude and technique in the world won’t get you one step closer to your goals if you don’t act....

How to Choose the Right FINTECH Software Development Partner

Fintech software companies offer solutions such as digital banking, data analytics, and expense management solutions to the financial sector. Partnering with a fintech software company gives you many ...

How to Help Your Kids Without Ruining Your Retirement

Here are some general considerations to ensure the gift of assets to your kids will not negatively affect your financial future....

Is Your Retirement Solution Hiding in Plain Sight?

Here’s how to use your home equity in combination with an annuity contract to produce late-in-life income....

How to Choose Your Trustee or Executor of Your Will

Above all, you should choose someone you trust, keeping in mind that acting as a trustee or executor can be a complex, thankless and sometimes long-term job....

How to double your CPP income

A series of academicpapersbeing rolled out by the National Institute on Ageing (NIA) has added fuel to the oft-argued case for delaying benefits for the Canada Pension Plan (CPP) to the latest possibl...

How to Claim Tax Treaty Benefits to Avoid Double Taxation

“We’re going to need to see a Japanese tax return.” “You want a what?!?” I sputtered. There are lots of things FIRECracker and I pictured when we started down the path of...

How to Stop Boredom From Ruining Your Happy Retirement

Retirees who explore new interests and have an active social life are more likely to find joy — and even greatness — in the newfound freedom of retirement....