Retirement

8 Savvy Ways to Invest Your Tax Refund

Now that tax season is over, you're probably anxiously awaiting your refund and daydreaming about all the fun, frivolous ways you could blow it. Not so fast, my friend. Commit to spending your refund wisely and putting those dollars to work for you. Here are eight savvy suggestions!

What is a "Good" Investment Return?

Part 1: It's All Relative

A friend emailed me a while ago with some questions about her retirement plan. She went on to say that her account returned 8.6% last year, which “seems low”, then asked “Is it?” And finally, ended her email with “HELP ME, I KNOW NOTHING!”

To help you understand what is and is not considered a "good" investment return, I'll be answering her questions in a four-part series. Click "Read More" for Part 1. 

What is Financial Independence? + Free Calculator!

What is Financial Independence? + Free Calculator!

Get a free, customizable FI spreadsheet!

You’ve probably at least heard the term financial independence (FI) - young couples claiming they've quit working and are living entirely off of their savings and investment portfolio. But how do they do it?? Is it really possible?

The answer: Absolutely. It simply depends on how bad you want it and what changes you’re willing to make to get there... 

17 Money Resolutions to Make in 2017

We're a few weeks into 2017. By now you're either kicking a**, or you've entirely given up on the resolutions you set for yourself. Either way, it's a perfect time to focus on one of the areas we often forget about when setting resolutions: our finances.

So here are 17 financial resolutions to get you on track in 2017!

Exclusive Interview for Fiduciary News

Cheers to what is hopefully the first of many exclusive interviews for ReisUP!

This week, I had an incredible opportunity to talk to Chris Carosa at Fiduciary News about millennials and money.

How to Make Money in Your 401(k)

A couple of weeks ago, I asked my email subscribers for their biggest WTF questions when it comes to money. I got some amazing responses, but this one really stuck out: 

How do I make money in my 401(k) when I’m only offered certain investments?”

As I was responding to this reader’s email personally, I realized that he’s not the only one with this question. So I decided to share my response to his question here to help all of you.