5 Must-Knows Before You Take the Plunge Dreaming of those early golden years? Who wouldn't want to swap their 9-5 for days filled with freedom and less stress? Understanding the 59.5 Rule and Taxes First up, let's talk about the 59.5 rule. It’s a biggie for anyone thinking of early retirement. Most pre-tax retirement plans, like traditional 401(k)s and IRAs (even Roth IRAs), have this rule. What does it mean? Basically, you’re not supposed to withdraw these funds before you t

Fear and volatility often go hand in hand, especially during uncertain times. When markets are not doing so well, it can cause anxiety for many investors. This can even happen on years where the market is doing well but we go through unstable periods. It feels like the roof is caving in a bit. Let’s explore three key areas to focus on when it comes to managing volatility and your money. But first some clarity on definitions… Definition of Volatility Volatility is the up and d

…or at least that’s what a recent Intuit study found*. According to this study, Gen Z already feels like they are behind when it comes to...