MORE IN Financial Education

Breaking Down Annuities: What They Are and How They Work

May 13, 2013

With the baby boomers set to retire and Generation X quietly shoveling money aside in anticipation of retirement, the market for annuities remains booming at $200 billion a year, according to NPR. Before ponying up [...]

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What Is A Hedge Fund: Opportunity and Diversification But Not For Everyone

May 7, 2013

See also: looking to invest like the major hedge funds?  Open up a brokerage account with one of NerdWallet’s recommended online brokers to get started today.   The term “hedge fund” has taken on a [...]

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How and Where to Open a Roth IRA

May 6, 2013

If you’re considering opening an IRA, and have heard that opening a Roth IRA in particular is the way to go, NerdWallet lays out how to select the right Roth IRA provider, then get started [...]

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Investing For Women: Why Women Make Excellent Investors

May 6, 2013

By Guest Contributor Nancy Tengler, author of The Intelligent Woman’s Guide to Stock Investing. One thing is sure: women are increasing their role in business.  According to a report published by the Small Business Association [...]

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401(k) Rollovers: How to roll over a 401(k) to a No Fee IRA

May 3, 2013

When you leave your job you have three options for the money in your company 401(k) account: Leave it in the company plan Cash out Do a rollover to an IRA (Individual Retirement Account) Leave [...]

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Tax-Efficient Investing: Easy Tips to Increase Your Retirement Savings

May 3, 2013

by NerdWallet contributor Andrew Coflan Among the thousands of theories written about investing, two stand above the rest to inspire awe and fear. The first, compound interest, is a seemingly magical property, which can take [...]

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Study: 81% of Americans Don’t Know How to Open an Online Brokerage Account

May 1, 2013

NerdWallet found that 4 out of 5 Americans don’t know what type of account to open to start investing – do you? 81.4% of the 844 Americans surveyed incorrectly identified the type of account to [...]

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Is A Self-Directed IRA Right For You?

April 29, 2013

Is a self-directed retirement account right for you?  This post goes into the main reasons one should consider opening one, the factors and limitations to consider, and the reasons you might want to consider a [...]

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Personal Capital Review: Is Bill Harris’ Software The Future of Money Management?

April 19, 2013

Launched in September 2011, Personal Capital is the most recent endeavor of finance veteran Bill Harris – former CEO of PayPal and Intuit.  Personal Capital’s wealth management platform aims to create a next generation, highly integrated financial [...]

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How to be a Trader: Steps For New Investors

April 18, 2013

Do you have some money you’re ready to start investing and just need to know where to begin?  Whether you plan to trade frequently or want to become a successful buy-and-hold investor, becoming an adept [...]

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