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16 Aug '23How Much Wealth Should You Have by Age 55?
Continue readingToday, we’re focusing on a pivotal age: wealth at age 55. At this stage of life, you’ve likely been building your financial foundation for decades. It’s important to gauge your progress, compare your wealth, and evaluate your investments to ensure a secure retirement. Let’s dive into what you should have accumulated by age 55, keeping […]
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09 Aug '23Retirement Investing: Meta Platforms Employees
Continue readingHow do Meta Platforms (i.e., Facebook) employees approach retirement investing? Meta offers a 401(k) retirement savings plan for its ~65,000 employees. Employees can choose to contribute a portion of their income to the plan. But which investments do Facebook employees pick as retirement investments? What is a 401(k) Retirement Savings Plan A 401(k) plan […]
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02 Aug '23Book Review: Your Money or Your Life
Continue reading“Your Money or Your Life” by Vicki Robin and Joe Dominguez This classic book (Your Money or Your Life) offers a nine-step program to transform your relationship with money and achieve financial independence. It emphasizes aligning your spending with your values and making conscious choices to increase savings and reduce expenses. Get on Bookshop.org “Your […]
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26 Jul '23Oracle Employee’s Retirement Investments
Continue readingWhat are Oracle employee’s retirement investments? Oracle offers a 401(k) retirement savings plan for its ~79,000 employees. Employees can choose to contribute a portion of their income to the plan. But which investments do Oracle employees pick as retirement investments? What is a 401(k) Retirement Savings Plan A 401(k) plan is a retirement savings […]
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19 Jul '23Unique Employee Benefits-Apple, Facebook, Google & Microsoft
Continue readingLarge technology companies in the U.S. offer a range of employee benefits to support workers and maintain a positive environment. Each company’s benefits package includes both standard offerings (health insurance, PTO, etc.) and unique perks. Here are some of the unique employee benefits provided by four of the largest tech employers: Google (Alphabet Inc.) […]
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12 Jul '23Retirement Investments of Dell Employees
Continue readingWhat are Dell Technologies employee’s retirement investments? Dell offers a 401(k) retirement savings plan for its ~63,000 participants. Employees can choose to contribute a portion of their income to the plan. But which investments do Dell employees pick as retirement investments? What is a 401(k) Retirement Savings Plan A 401(k) plan is a retirement […]
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05 Jul '23Summer Reading List: Investing & Financial Independence Books
Continue readingBooks to read on Financial Independence and Investing for your summer reading list. Financial Independence (and Early Retirement) Books Any list of books about the Financial Independence, Retire Early (FIRE) movement should start with the original by Joe Dominguez. A must read for anyone interested in changing their view on work and money. Click […]
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28 Jun '23How IBM Employees Invest for Retirement
Continue readingHow do employees at IBM choose to invest for retirement? IBM offers a 401(k) retirement savings plan (the IBM 401(k) Plus Plan) for its ~167,000 participants. Employees can choose to contribute a portion of their income to the plan. But which investments do IBM employees pick as retirement investments? What is a 401(k) Retirement […]
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21 Jun '23Taking Advantage of New 529 to Roth IRA Rule
Continue readingFunds in a 529 college savings plan can be transferred, or rolled over, into a Roth IRA (a 529-to-Roth IRA transfer) starting next year. Key Points about 529-to-Roth IRA Transfers The 529-to-Roth IRA Transfer Rule Limitations on 529 to Roth IRA Conversions Understanding 529 College Savings Plans How Does the 529-to-Roth IRA Work? An Illustration […]
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14 Jun '23How Salesforce Employees Invest for Retirement
Continue readingHow do tech workers at Salesforce choose to invest for retirement? Salesforce offers a 401(k) retirement savings plan for its ~50,000 employees. Employees can choose to contribute a portion of their income to the plan. But which investments do Salesforce employees pick as retirement investments? A 401(k) retirement savings plan is a type of defined […]
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07 Jun '23What Are Index Funds? It’s Complicated
Continue readingWelcome to the fascinating world of index funds. A topic that has gained significant traction in recent decades. It is estimated that between about 25% and 45% of the U.S. equity market is owned by passive investment funds. While you may have heard people discuss investing in index funds, not all index funds are created […]
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31 May '23Index Investing: Does the Benchmark Matter?
Continue readingLet’s explore an aspect of index investing that is often overlooked—the index fund’s benchmark. People talk about investing in the “market,” but what does that really mean? When the media says the market was up or down, they are generally referring to the Dow Jones Industrial Average (DJIA), the S&P 500 Index, or the NASDAQ […]
