Finance Globe

U.S. financial and economic topics from several finance writers.

How to Properly Track your Investment Portfolio

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Many investors have their investments spread across multiple accounts and it can be difficult to properly track the value of your overall portfolio. Your investment portfolio includes 401(k)s, IRAs, and investment accounts with multiple brokerage accounts. You could try to go to multiple websites and gather all of the performance yourself. However, sometimes that is not efficient, so I wanted to walk through a few ways to efficiently track your investment portfolio. Please comment if you...
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Wanderer
Did not know there were simple tools to use in keeping an eye on a our investment portfolios. Do it on an Excel Spreadsheet and it... Read More
Wednesday, 18 December 2019 16:42
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Retirement Planning for 2020? Answer These Questions

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With 2019 coming to an end, it’s a good time to turn your attention to the new year. This means many things in regards to your finances, with most people realizing the importance of reviewing their retirement plan and adjusting it as necessary.There is no one-size-fits-all solution to retirement planning. What works for you may not work for the next person, and vice versa. However, if you want to stay the course, there are some key...
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Working After Retirement

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Retirement usually means you are done working and you can enjoy what you are passionate about. Many picture themselves sitting on a beach, hitting the golf course, or spending time with family. However, now it is much more common to continuing work after you “retire” from your career. Working after retirement does not necessarily mean you have to work. It is a lifestyle reason as well, as many people enjoy working. It provides happiness and purpose. Staying...
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Wanderer
This post cover it ... worked in local government at many communities and counties. After completing 35 years in local government ... Read More
Thursday, 20 June 2019 12:35
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Investing Basics: How to Invest Your Money

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Learning how to invest is a critical life lesson everyone needs to learn. You do not need to be an expert, but you should learn at least the basics. While it may seem very complex and you feel as though you don’t understand money well, but the first investment you make will probably be the hardest. The most common investments are stock and bonds, and depending on your risk tolerance will vary. Stocks represent partial ownership of...
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Wanderer
Good guide for setting up a person's investments and would potentially fit into the 50/30/20 rule as one of the tools for our futu... Read More
Tuesday, 28 May 2019 21:20
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Retirement in 2019

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If you are considering retirement in 2019, first of all a big congratulations is due! Retirement is a period you should be looking forward to. This will bring you the freedom you have always been looking for. At the same time, you do not want to rush into retirement without being fully prepared. Below are a few key things you should look further into and know about retirement in 2019 prior to taking the dive.You can...
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Frank
My father-in-law retired this year and decided to take his social security early.
Tuesday, 29 January 2019 16:21
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How to Create a Will?

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Now that I have a child on the way, I have done some research and learned that I likely need to create a will. I never really thought about having to draft a will, but now that I am married and have a child on the way, I thought it would be a good idea to check it out. Based upon my research, below are some helpful tips on creating a will. Please share if you...
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Wanderer
This is an important life document! If a person becomes deceased without a will ... most often they are at the whim of their state... Read More
Sunday, 04 November 2018 12:24
Frank
It is a very important life document! its been my first experience putting one together, but I am learned a ton!
Wednesday, 21 November 2018 14:06
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What are Robo-advisors?

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If you have performed any research on the investment advisor industry recently, you likely have seen a lot of companies offering robo-advisor investment solutions. A lot of people might not fully understand what robo-advisors are and how they work. Below is a summary of robo-advisors. Please feel free to comment in the comment section below if you have any positive or negative experience. Robo-advisors are a new online software that helps you manage your investments. The software...
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Frank
I met with a few rob-advisors last week over the phone. I am going to put roughly 25% of my portfolio into robo-advisors. I will ... Read More
Monday, 29 October 2018 11:19
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Why it is So Important to Start Saving for Retirement Before you Turn Thirty

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Many people, like myself, did not think saving early in my life was important. I figured I would be able to save later in life when my salary increased and would not worry about it. I never realized how wrong I was, and I quickly realized it is critical to start savings as early on as you can. While everyone may not be able to save in your early twenties, I would highly recommend to try...
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Frank
Anyone around 30 (or slightly older) who started investing because of this article????
Wednesday, 29 August 2018 17:20
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Why You'll Regret Dipping Into Your Retirement Savings

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Your retirement fund is a place that you can invest money you earn today so you’ll have a nest egg to support yourself when you finally stop working for good. Retirement may be decades away for you and in the meantime, you may be tempted to pull money from your retirement fund for some of your other financial goals. People commonly dip into their retirement to cover a down payment on a first home, for home...
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Frank
Early withdrawals are going to kill your retirement funds. I recommend against it almost for all situations, unless it is really d... Read More
Wednesday, 29 August 2018 17:17
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What is Social Security?

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Many people know what social security is, but there are people today who still aren’t sure exactly what social security does for people. There are also many people who don’t know the details of the program either. Below is a high-level summary of the program.Social security is a pay-as-you-go program, meaning today’s workforce pays social security taxes into the program and money flows back out as monthly income to beneficiaries. About 169 million Americans pay social...
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