Financial Education Resource Center
Expert Advice: Making Money by Investing in Rental Properties (for Beginners)
Investing in rental properties is something that appeals to a lot of people because it offers a way to create reliable streams of income.
Episode 2: Handling Your Investments During a Bear Market
On this episode of Making it Count, hosts Cristina and Will discuss the uncertainty surrounding the stock market as a result of the COVID-19 pandemic.
Episode 1: Retirement Strategies for People Under 40
On this episode of Making it Count, hosts Cristina and Will explore retirement savings strategies for people under the age of 40.
The Sum Up: You could be losing money with these common investing mistakes
Avoid these retirement savings mistakes and you can be sitting comfortably at 65.
The Sum Up: How Much Americans Have Saved for Retirement
Even more alarming is that 59% of people in their 40s have less than $100,000 saved for retirement and 41% have less than $50,000. Here’s what you need to know about saving for retirement.
7 Retirement & Investment Myths that are Costing You Money
Here are seven of the costliest (and most persistent) retirement and investment myths we've heard from members.
The Sum Up: Almost Everything Wall Street Expects in 2020
With many of our Addition Financial members coming to us for investment and retirement advice, we thought we’d take a look at the coming year and make some recommendations based on the financial projections in the news.
5 Best Ways to Save for Retirement in Your 30s
At 30, you may have already started a savings account towards your future, but have you started saving for retirement? If you’re wondering where and how to save for retirement, here are five of the best ways to get started.
Retirement Strategies: When Do I Start Saving for Retirement?
If you wonder when you should start saving for retirement, here are some of the best retirement strategies – and some pointers on when and how to get started.
Who Can Claim the Retirement Savings Contribution Credit?
One of the best things about saving money for retirement is that you can claim a retirement savings contribution credit on your tax return. Here's who qualifies for the credit and how to calculate it.
What Are the IRA Contribution Age Limits?
Before you make any decisions about your retirement, you should know your options. Here’s what you need to know about IRA contributions and age limits.
Traditional IRA vs. Roth IRA: 4 Critical Differences
Are you considering opening an Individual Retirement Account (IRA)? We’ve put together this guide explaining the four critical differences between a Traditional IRA and a Roth IRA so you can make the best decisions for your future.
How to Create a Retirement Expense & Budget Worksheet
If you want to get a jump-start on planning for retirement, you need to understand your financial needs and figure out what you must save to achieve your retirement goals. Here’s what you need to know.
6 Best Practices for Asset Allocation in Retirement
How you allocate your assets will have an impact on how long they last and how much you enjoy your retirement. Here are six best practices for asset allocation in retirement.