Here we go, 2026! What could possibly go wrong, right?

Read about the new 2026 limits for the i401(k), also known as a Solo 401(k). Plus the Roth and Backdoor Roth IRA, and the awesome HSA.

How did 2025 turn out? - The U.S. market coped with some novel pressures and the vibecession continued. Meanwhile, International outperformed.

Did you have a terrible year financially? That painful low-income year might at least have a silver lining. If you had a bad year, your marginal tax rate will be lower than usual, so now might be a good time for a Roth conversion.

Max out the contributions to your retirement accounts before year's end. Now is the time to get your QuickBooks in order and talk to your accountant before the end of the year. Don’t wait.

The freelancer investment trinity — i401(k), HSA, and Backdoor Roth IRA.

The Robinhood Gold Card is a great deal for investors; instead of trying to use points to shop or travel, we’ll invest the unlimited 3% cash back and spend big later in life.

Are you freelance or self-employed in your 40s or 50s without retirement savings? You're not screwed. Here's the math: Start investing $2K/month at 50, and you'll have $600K by 65. The biggest mistake isn't starting late—it's not starting today.

We look at what’s in the 2025 Big Beautiful Bill for Freelancers and Self-Employed.

Freelancers, let's talk about the elephant in your home office: retirement savings.

The ‘Retirement in the USA: The Outlook of the Workforce - 2025’, survey from the Transamerica Center for Retirement Studies is out, and it’s an eye-opener.

While your traditionally employed friends have HR departments force-feeding them 401(k) plans, you're busy trying to figure out if you can expense that second monitor as a business expense.

The Roth IRA — With simple set-and-forget investing, it’s easy to have around $1 million in retirement.

2024 — The markets, a Trump election victory, and whatever happened in your freelance industry. What did it all mean for our i401k portfolio and the goal of chill-retirement?

Forget the outdated retirement stereotype of working until you drop, then shuffling off with a gold watch. As a solopreneur or freelancer, you can design something better: working less while your investments pick up the slack. The question is: how big does that investment portfolio need to be?

The Three-Fund Portfolio — Freelancers, it’s pretty much the only investment we need in the stock market. U.S. Stocks, International Stocks, plus Bonds

The Beneficiary Ownership Information Report.

UPDATE: As of March 26th, 2025 the whole thing got thrown out. Now only foreign companies have to fill it out.

So it looks like a new generation of investors are catching on to our way of thinking accord to CNBC. Get rich slow.