I chatted with InvestorPlace’s Jeff Reeves on a story he wrote for USA Today on the importance of keeping your 401(k) and IRA documents updated. You don’t want to mess this up. Doing this wrong can result in your ex-wife or ex-husband walking away with your entire life savings, leaving your new spouse and even your...Read More

Let me start by saying that I love the 401(k) plan. It’s the single best wealth accumulation vehicle available to the vast majority of Americans. At today’s contribution limits, you can defer $18,000 of income — and $24,000 if you’re 50 or older — tax free. That’s great for middle-class Americans, and many can meet...Read More

As I’m writing this, the Powerball jackpot is estimated to be worth over $1.4 billion, making it the largest potential lottery prize of any country in history. The lump sum payout is estimated to be just shy of $900 million, though these numbers are expected to climb significantly before Wednesday. We might – or might...Read More

After the beating most investors took last quarter, I have a feeling that when 401k statements get mailed out in the coming days, most will be left unopened and dropped in the trash. It was just that kind of quarter. But with one quarter left in 2015, this is a good time to review some...Read More

An old friend wrote in with a question I thought I’d share. It’s a question asked by countless small business owners trying to navigate the complicated world of individual and family health insurance plans: We’ve typically used high-deductible plans linked to a health savings account (“HSA”) plan in order to keep our monthly costs down...Read More