Jim Wang

Vanguard Sells Retirement Accounts to Ascensus

Vanguard has sold nearly all of its retirement accounts (except the SEP-IRA) to Ascensus. We use a Solo-401(k) at Vanguard so we break down what this changes looks like to us what we will do next.

What You Should Do With All the Financial Advice on the Internet

The internet is a great place to get new ideas and opinions you hadn't considered you can't blindly follow the advice. Your finances are too important to leave to internet articles written by unknown people. Instead, follow a variety of bloggers, bounce new ideas off a trusted source, and verify your decisions with a fee-only financial planner when you can.

What is an Interval Fund?

Interval funds are closed end funds that limited redemptions to set periods - this gives them the ability to invest in more complex instruments. But should you be investing in these types of funds?

Lili Review: Free Small Business Banking and More

Lili has created a banking experience that just might make your solo business operations a little easier. Although there are some limitations of Lili that probably won't work for full-time business owners, there are several that make Lili a viable option for side-hustlers.

How to Start a Business

If you want to start a business, it's easy to focus on the paperwork and filings. Instead, you should think about the idea, test it, and refine it before you worry about filing anything.

7 Best Absolutely Free Budgeting Apps for 2024

Budgeting is about tracking your spending and, ideally, it would be nice to have an app that doesn't charge you for it. There are fewer and fewer free budgeting apps out there but we've found a few worth looking at.

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