Archive for: Investing

An Easier Way To Get Into Socially Responsible Investing

An Easier Way To Get Started With Socially Responsible Investing

Finding investments that align with your social values isn’t always easy; socially responsible mutual funds have high expenses and minimum investments. Motif is an alternative broker that lets you create baskets of stocks for a single trade commission.

How I Save For Short-Term Goals

I use Betterment to save for short-term savings goals of between 1 and 5 years.

Saving for goals like a new car, a down payment on a home or your wedding is different than investing for retirement. Here’s how I invest for goals that are between one and five years out.

LOYAL3 Review: An Easy, Inexpensive Way To Begin Investing

Loyal3 Review: Buy stocks for as little as $10 with no commission.

LOYAL3 is a different kind of stock broker that takes the intimidation out of investing. Investors can buy fractional shares of popular stocks for as little as $10 with no fees or commissions.

What To Do When You You’re Over Roth IRA Income Limits


If you’re single and make more than $129,000 per year or married and jointly make more than $191,000 per year, congrats: You are no longer eligible to contribute to a Roth IRA. How can you still optimize your retirement savings if you’re over Roth IRA income limits?

Personal Capital Review: A Powerful Free App For Independent Investors

Personal Capital is a free online money management tool that can help you analyze investing fees and rebalance your portfolio.

Get Wall Street-level investment insight to optimize your portfolio with Personal Capital, a powerful — and totally free — money management application featuring a net worth dashboard, 401(k) fee analyzer and more. Learn more in our Personal Capital review.

How To Get Started With Sustainable Investing


Do you know what your money’s been up to? If you’re invested in a major mutual fund, it’s likely funding tobacco companies, casinos, weapons manufacturers and other nefarious businesses. Learn how to be a socially responsible investor and find investments that earn healthy returns while supporting ethical and progressive companies.

How Much Should You Contribute To Your 401k?

How much should you contribute to your 401(k)?

If you’re like most Americans, you’ll want to save as much as you can for retirement in accounts like a 401(k). Here are some guidelines about how much you should contribute to your 401(k) versus other savings vehicles — like IRAs — while also taking into account other financial priorities like paying down debt or buying a home.

How To Interview A Financial Advisor: A Proven Script

Stock photo of a young couple meeting with their financial adviser. Via

Finding a financial advisor is like finding a trusted mechanic. Learn how to interview a financial advisor and tell if he or she is a good fit.

Millennials Who Fall Behind In Saving Will Struggle To Retire

older couple holder arms as they look ahead of them.

This is not your grandfather’s retirement. Gone are days of working 30 years for one company and retiring at 60 with a gold watch and a pension. Today, young adults must save more, start earlier and invest wisely.

How To Open Your First IRA

How to open your first ira, choose between traditional and roth, and select investments.

However old you are, the time to start saving for retirement is NOW. The alphabet soup of retirement accounts can be confusing, but it’s not as hard as it seems. Learn how to open your first IRA in three easy steps.