News

Quarterly review showed expenses creeping up in one fund. Switched to a lower cost index alternative. Expense ratios matter more than most people realize. Small...

Helped my kid open their first Roth IRA. Summer job earnings, small contributions, but starting early matters most. Compound interest explained with real numbers hits...

Employer match increased from 3% to 4% starting next quarter. Small change, big impact over decades. Free money is still free money. Already adjusted my...

Ran the retirement calculator again with updated numbers. Still on track despite last year’s volatility. These projections are just estimates but having a number helps....

Old 401k from a job I left three years ago finally rolled over. Paperwork took longer than expected but it’s done. Consolidating accounts makes tracking...

Monthly transfer working. Set and forget.

Annual checkup complete. On track.

Price notifications on. Watching closely.

New interface. Finding things again.

First rung maturing. Reinvesting higher.